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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 | $62,930 | $88,672-29.0% | $105,223-40.2% | $82,448-23.7% |
| Participation rate | 47.4% | 67.9%-20.6pp | 75.0%-27.7pp | 68.1%-20.7pp |
| Annual return | 11.21% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $991 | $3,048-67.5% | $3,689-73.1% | $2,551-61.2% |
| Participant deferral / active EE | $2,448 | $4,036-39.4% | $5,072-51.7% | $4,139-40.9% |
| Admin fee / account holder | $14,108 | $7,146+97.4% | $8,859+59.3% | $7,234+95.0% |