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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 | $62,744 | $71,230-11.9% | $93,727-33.1% | $80,959-22.5% |
| Participation rate | 44.4% | 60.4%-16.0pp | 68.7%-24.3pp | 67.7%-23.2pp |
| Annual return | 7.24% | 11.26%-4.0pp | 133.83%-126.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $739 | $1,565-52.8% | $2,421-69.5% | $2,757-73.2% |
| Participant deferral / active EE | $2,985 | $4,037-26.1% | $4,417-32.4% | $4,300-30.6% |
| Admin fee / account holder | $32,574 | $6,961+368.0% | $8,292+292.9% | $6,925+370.4% |