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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,529 | $86,940-20.0% | $102,434-32.1% | $80,935-14.1% |
| Participation rate | 51.3% | 72.4%-21.1pp | 76.5%-25.2pp | 67.7%-16.4pp |
| Annual return | 7.56% | 18.89%-11.3pp | 29.46%-21.9pp | 35.66%-28.1pp |
| Employer contribution / active EE | $941 | $2,370-60.3% | $3,023-68.9% | $2,757-65.9% |
| Participant deferral / active EE | $2,550 | $4,121-38.1% | $5,055-49.6% | $4,299-40.7% |
| Admin fee / account holder | $51,683 | $8,047+542.3% | $9,462+446.2% | $6,924+646.4% |