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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 | $55,129 | $64,920-15.1% | $103,693-46.8% | $86,983-36.6% |
| Participation rate | 44.4% | 63.6%-19.1pp | 72.6%-28.2pp | 69.5%-25.1pp |
| Annual return | 11.33% | 30.29%-19.0pp | 47.61%-36.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $836 | $2,141-61.0% | $2,920-71.4% | $2,584-67.7% |
| Participant deferral / active EE | $1,760 | $3,241-45.7% | $4,579-61.6% | $4,194-58.0% |
| Admin fee / account holder | $13,984 | $6,191+125.9% | $7,858+78.0% | $7,856+78.0% |