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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 | $56,207 | $74,535-24.6% | $100,712-44.2% | $82,637-32.0% |
| Participation rate | 54.3% | 61.2%-6.9pp | 69.3%-15.0pp | 68.1%-13.8pp |
| Annual return | 9.00% | 18.92%-9.9pp | 33.27%-24.3pp | 53.51%-44.5pp |
| Employer contribution / active EE | $889 | $1,503-40.8% | $2,313-61.5% | $2,552-65.2% |
| Participant deferral / active EE | $3,514 | $3,074+14.3% | $4,085-14.0% | $4,126-14.8% |
| Admin fee / account holder | $20,635 | $6,576+213.8% | $9,256+122.9% | $7,339+181.2% |