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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 | $81,433 | $86,940-6.3% | $102,434-20.5% | $80,935+0.6% |
| Participation rate | 21.9% | 72.4%-50.5pp | 76.5%-54.6pp | 67.7%-45.8pp |
| Annual return | 10.28% | 18.89%-8.6pp | 29.46%-19.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $759 | $2,370-68.0% | $3,023-74.9% | $2,757-72.5% |
| Participant deferral / active EE | $2,473 | $4,121-40.0% | $5,055-51.1% | $4,299-42.5% |
| Admin fee / account holder | $48,057 | $8,047+497.2% | $9,462+407.9% | $6,924+594.0% |