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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 | $57,576 | $72,492-20.6% | $87,104-33.9% | $72,975-21.1% |
| Participation rate | 51.4% | 72.8%-21.4pp | 76.9%-25.4pp | 69.5%-18.1pp |
| Annual return | 14.17% | 24.46%-10.3pp | 28.19%-14.0pp | 81.01%-66.8pp |
| Employer contribution / active EE | $711 | $1,894-62.5% | $2,521-71.8% | $2,440-70.9% |
| Participant deferral / active EE | $1,534 | $3,270-53.1% | $4,048-62.1% | $3,608-57.5% |
| Admin fee / account holder | $27,819 | $5,055+450.3% | $7,491+271.4% | $5,124+442.9% |