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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 | $61,836 | $56,110+10.2% | $94,993-34.9% | $70,126-11.8% |
| Participation rate | 38.2% | 65.0%-26.8pp | 73.9%-35.7pp | 69.5%-31.4pp |
| Annual return | 11.57% | 51.02%-39.4pp | 27.14%-15.6pp | 73.15%-61.6pp |
| Employer contribution / active EE | $501 | $1,442-65.2% | $2,603-80.7% | $2,343-78.6% |
| Participant deferral / active EE | $1,099 | $2,391-54.0% | $3,317-66.9% | $3,332-67.0% |
| Admin fee / account holder | $11,931 | $3,456+245.2% | $4,960+140.5% | $4,645+156.8% |