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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 | $62,832 | $72,486-13.3% | $87,103-27.9% | $72,976-13.9% |
| Participation rate | 57.4% | 72.8%-15.4pp | 76.9%-19.5pp | 69.5%-12.1pp |
| Annual return | 13.45% | 24.46%-11.0pp | 28.19%-14.7pp | 81.02%-67.6pp |
| Employer contribution / active EE | $876 | $1,894-53.7% | $2,521-65.2% | $2,440-64.1% |
| Participant deferral / active EE | $2,067 | $3,270-36.8% | $4,049-48.9% | $3,608-42.7% |
| Admin fee / account holder | $10,900 | $5,055+115.6% | $7,491+45.5% | $5,124+112.7% |