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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 | $55,197 | $81,358-32.2% | $155,556-64.5% | $80,959-31.8% |
| Participation rate | 27.3% | 66.3%-39.0pp | 78.2%-51.0pp | 67.7%-40.4pp |
| Annual return | 10.41% | 33.39%-23.0pp | 64.84%-54.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,176 | $3,106-62.2% | $4,675-74.9% | $2,757-57.4% |
| Participant deferral / active EE | $1,501 | $3,455-56.5% | $5,631-73.3% | $4,300-65.1% |
| Admin fee / account holder | $13,302 | $7,994+66.4% | $15,885-16.3% | $6,925+92.1% |