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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 | $58,118 | $79,867-27.2% | $120,344-51.7% | $64,340-9.7% |
| Participation rate | 29.2% | 63.0%-33.8pp | 76.7%-47.5pp | 55.2%-26.0pp |
| Annual return | 11.27% | 21.10%-9.8pp | 20.30%-9.0pp | 24.14%-12.9pp |
| Employer contribution / active EE | $746 | $1,925-61.3% | $3,020-75.3% | $1,862-59.9% |
| Participant deferral / active EE | $1,538 | $3,593-57.2% | $5,135-70.1% | $2,980-48.4% |
| Admin fee / account holder | $15,519 | $5,039+208.0% | $12,742+21.8% | $3,703+319.1% |