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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 | $50,630 | $76,407-33.7% | $150,298-66.3% | $82,448-38.6% |
| Participation rate | 27.7% | 66.4%-38.7pp | 77.8%-50.1pp | 68.1%-40.4pp |
| Annual return | 12.26% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $520 | $2,614-80.1% | $4,154-87.5% | $2,551-79.6% |
| Participant deferral / active EE | $1,150 | $3,214-64.2% | $5,453-78.9% | $4,139-72.2% |
| Admin fee / account holder | $7,315 | $6,352+15.2% | $14,116-48.2% | $7,234+1.1% |