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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 | $56,293 | $81,262-30.7% | $155,602-63.8% | $80,911-30.4% |
| Participation rate | 28.6% | 66.2%-37.7pp | 78.2%-49.6pp | 67.6%-39.1pp |
| Annual return | 10.57% | 33.34%-22.8pp | 64.81%-54.2pp | 35.63%-25.1pp |
| Employer contribution / active EE | $515 | $3,102-83.4% | $4,675-89.0% | $2,756-81.3% |
| Participant deferral / active EE | $1,103 | $3,451-68.0% | $5,629-80.4% | $4,297-74.3% |
| Admin fee / account holder | $7,546 | $7,992-5.6% | $15,923-52.6% | $6,935+8.8% |