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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 | $62,100 | $75,541-17.8% | $152,093-59.2% | $82,637-24.9% |
| Participation rate | 51.1% | 66.5%-15.4pp | 77.8%-26.7pp | 68.1%-16.9pp |
| Annual return | 11.47% | 32.56%-21.1pp | 66.36%-54.9pp | 53.51%-42.0pp |
| Employer contribution / active EE | $402 | $2,622-84.7% | $4,175-90.4% | $2,552-84.2% |
| Participant deferral / active EE | $1,662 | $3,206-48.1% | $5,451-69.5% | $4,126-59.7% |
| Admin fee / account holder | $9,465 | $6,405+47.8% | $14,497-34.7% | $7,339+29.0% |