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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 | $56,297 | $77,638-27.5% | $156,551-64.0% | $62,881-10.5% |
| Participation rate | 40.0% | 71.2%-31.2pp | 84.0%-44.0pp | 69.3%-29.3pp |
| Annual return | 2.92% | 50.33%-47.4pp | 32.23%-29.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $868 | $3,444-74.8% | $5,501-84.2% | $2,281-62.0% |
| Participant deferral / active EE | $1,363 | $3,046-55.2% | $4,871-72.0% | $3,203-57.4% |
| Admin fee / account holder | $6,977 | $5,561+25.4% | $13,028-46.5% | $4,296+62.4% |