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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 | $77,574-27.5% | $108,753-48.3% | $86,983-35.4% |
| Participation rate | 54.3% | 62.3%-8.0pp | 71.1%-16.8pp | 69.5%-15.3pp |
| Annual return | 9.00% | 18.42%-9.4pp | 37.47%-28.5pp | 25.83%-16.8pp |
| Employer contribution / active EE | $889 | $1,611-44.8% | $2,427-63.4% | $2,584-65.6% |
| Participant deferral / active EE | $3,514 | $3,128+12.3% | $4,115-14.6% | $4,194-16.2% |
| Admin fee / account holder | $20,635 | $6,529+216.1% | $10,320+100.0% | $7,856+162.7% |