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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 | $70,709 | $78,690-10.1% | $161,489-56.2% | $87,485-19.2% |
| Participation rate | 33.3% | 67.5%-34.1pp | 78.7%-45.4pp | 68.9%-35.6pp |
| Annual return | 8.92% | 32.74%-23.8pp | 89.72%-80.8pp | 26.06%-17.1pp |
| Employer contribution / active EE | $710 | $2,588-72.6% | $4,268-83.4% | $2,596-72.7% |
| Participant deferral / active EE | $1,230 | $3,311-62.9% | $5,630-78.2% | $4,274-71.2% |
| Admin fee / account holder | $11,980 | $6,724+78.2% | $16,006-25.2% | $7,775+54.1% |