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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 | $61,503 | $41,377+48.6% | $109,313-43.7% | $62,881-2.2% |
| Participation rate | 44.1% | 57.5%-13.4pp | 71.3%-27.1pp | 69.3%-25.2pp |
| Annual return | 4.30% | 11.05%-6.7pp | 22.07%-17.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $448 | $1,276-64.9% | $3,892-88.5% | $2,281-80.4% |
| Participant deferral / active EE | $1,957 | $2,045-4.3% | $3,166-38.2% | $3,203-38.9% |
| Admin fee / account holder | $9,006 | $2,884+212.3% | $5,666+58.9% | $4,296+109.7% |