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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 | $52,750 | $138,393-61.9% | $184,256-71.4% | $80,959-34.8% |
| Participation rate | 65.6% | 83.9%-18.3pp | 86.8%-21.2pp | 67.7%-2.0pp |
| Annual return | 8.16% | 20.01%-11.8pp | 28.85%-20.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,851 | $4,847-61.8% | $6,427-71.2% | $2,757-32.9% |
| Participant deferral / active EE | $3,483 | $7,076-50.8% | $9,133-61.9% | $4,300-19.0% |
| Admin fee / account holder | $1,765 | $10,489-83.2% | $13,899-87.3% | $6,925-74.5% |