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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 | $68,744 | $73,107-6.0% | $114,563-40.0% | $87,485-21.4% |
| Participation rate | 47.2% | 65.8%-18.6pp | 72.9%-25.7pp | 68.9%-21.7pp |
| Annual return | 12.32% | 19.47%-7.2pp | 241.09%-228.8pp | 26.06%-13.7pp |
| Employer contribution / active EE | $686 | $1,881-63.5% | $2,592-73.5% | $2,596-73.6% |
| Participant deferral / active EE | $1,177 | $3,144-62.6% | $4,142-71.6% | $4,274-72.5% |
| Admin fee / account holder | $13,636 | $5,770+136.3% | $7,623+78.9% | $7,775+75.4% |