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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 | $58,582 | $106,749-45.1% | $145,433-59.7% | $82,448-28.9% |
| Participation rate | 59.3% | 75.6%-16.4pp | 82.1%-22.9pp | 68.1%-8.8pp |
| Annual return | 11.93% | 27.59%-15.7pp | 66.58%-54.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $745 | $3,444-78.4% | $4,554-83.6% | $2,551-70.8% |
| Participant deferral / active EE | $2,485 | $6,519-61.9% | $7,897-68.5% | $4,139-40.0% |
| Admin fee / account holder | $16,680 | $8,390+98.8% | $13,129+27.0% | $7,234+130.6% |