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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 | $86,198 | $87,180-1.1% | $173,703-50.4% | $94,015-8.3% |
| Participation rate | 18.2% | 65.6%-47.4pp | 75.9%-57.7pp | 70.8%-52.6pp |
| Annual return | 8.54% | 14.17%-5.6pp | 17.46%-8.9pp | 17.84%-9.3pp |
| Employer contribution / active EE | $827 | $2,494-66.8% | $4,288-80.7% | $2,790-70.4% |
| Participant deferral / active EE | $1,583 | $3,343-52.6% | $4,854-67.4% | $4,249-62.8% |
| Admin fee / account holder | $13,089 | $7,506+74.4% | $15,562-15.9% | $8,951+46.2% |