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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 | $73,209 | $81,476-10.1% | $102,383-28.5% | $80,925-9.5% |
| Participation rate | 47.4% | 66.8%-19.5pp | 74.5%-27.1pp | 67.7%-20.3pp |
| Annual return | 1.13% | 25.59%-24.5pp | 24.94%-23.8pp | 35.65%-34.5pp |
| Employer contribution / active EE | $851 | $3,105-72.6% | $3,870-78.0% | $2,756-69.1% |
| Participant deferral / active EE | $3,167 | $3,871-18.2% | $5,060-37.4% | $4,299-26.3% |
| Admin fee / account holder | $20,386 | $6,717+203.5% | $8,391+142.9% | $6,940+193.7% |