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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 | $61,208 | $106,749-42.7% | $145,433-57.9% | $82,448-25.8% |
| Participation rate | 30.3% | 75.6%-45.3pp | 82.1%-51.8pp | 68.1%-37.8pp |
| Annual return | 12.35% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $879 | $3,444-74.5% | $4,554-80.7% | $2,551-65.6% |
| Participant deferral / active EE | $3,281 | $6,519-49.7% | $7,897-58.4% | $4,139-20.7% |
| Admin fee / account holder | $11,719 | $8,390+39.7% | $13,129-10.7% | $7,234+62.0% |