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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 | $60,670 | $88,360-31.3% | $145,433-58.3% | $67,986-10.8% |
| Participation rate | 28.0% | 65.5%-37.5pp | 82.1%-54.1pp | 57.2%-29.2pp |
| Annual return | 14.14% | 63.15%-49.0pp | 66.58%-52.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $778 | $3,054-74.5% | $4,554-82.9% | $2,019-61.5% |
| Participant deferral / active EE | $2,356 | $5,932-60.3% | $7,897-70.2% | $3,358-29.9% |
| Admin fee / account holder | $13,927 | $3,313+320.3% | $13,129+6.1% | $3,203+334.8% |