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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 | $59,741 | $86,938-31.3% | $102,423-41.7% | $80,925-26.2% |
| Participation rate | 32.5% | 72.4%-39.9pp | 76.5%-44.0pp | 67.7%-35.2pp |
| Annual return | 8.29% | 18.89%-10.6pp | 29.42%-21.1pp | 35.65%-27.4pp |
| Employer contribution / active EE | $828 | $2,369-65.1% | $3,023-72.6% | $2,756-70.0% |
| Participant deferral / active EE | $2,185 | $4,120-47.0% | $5,054-56.8% | $4,299-49.2% |
| Admin fee / account holder | $17,203 | $8,053+113.6% | $9,455+82.0% | $6,940+147.9% |