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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 | $58,843 | $83,485-29.5% | $125,195-53.0% | $72,976-19.4% |
| Participation rate | 37.3% | 73.3%-36.0pp | 79.8%-42.4pp | 69.5%-32.1pp |
| Annual return | 14.72% | 25.77%-11.0pp | 43.79%-29.1pp | 81.02%-66.3pp |
| Employer contribution / active EE | $833 | $2,346-64.5% | $3,866-78.5% | $2,440-65.9% |
| Participant deferral / active EE | $2,102 | $3,586-41.4% | $4,937-57.4% | $3,608-41.7% |
| Admin fee / account holder | $20,939 | $5,518+279.5% | $9,704+115.8% | $5,124+308.6% |