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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 | $57,754 | $62,672-7.8% | $185,117-68.8% | $70,126-17.6% |
| Participation rate | 43.1% | 63.8%-20.6pp | 77.3%-34.1pp | 69.5%-26.4pp |
| Annual return | 7.16% | 40.79%-33.6pp | 40.50%-33.3pp | 73.15%-66.0pp |
| Employer contribution / active EE | $280 | $1,753-84.0% | $4,182-93.3% | $2,343-88.0% |
| Participant deferral / active EE | $2,278 | $3,272-30.4% | $5,045-54.9% | $3,332-31.6% |
| Admin fee / account holder | $13,821 | $3,932+251.5% | $8,159+69.4% | $4,645+197.5% |