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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 | $69,452 | $71,197-2.5% | $93,669-25.9% | $80,925-14.2% |
| Participation rate | 28.9% | 60.4%-31.4pp | 68.7%-39.8pp | 67.7%-38.7pp |
| Annual return | 6.46% | 11.27%-4.8pp | 133.59%-127.1pp | 35.65%-29.2pp |
| Employer contribution / active EE | $422 | $1,565-73.0% | $2,424-82.6% | $2,756-84.7% |
| Participant deferral / active EE | $1,235 | $4,036-69.4% | $4,416-72.0% | $4,299-71.3% |
| Admin fee / account holder | $15,646 | $6,959+124.8% | $8,291+88.7% | $6,940+125.4% |