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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 | $71,291 | $91,179-21.8% | $178,499-60.1% | $79,852-10.7% |
| Participation rate | 20.6% | 69.2%-48.6pp | 81.9%-61.3pp | 69.6%-49.1pp |
| Annual return | 2.95% | 24.19%-21.2pp | 151.10%-148.2pp | 31.72%-28.8pp |
| Employer contribution / active EE | $456 | $3,256-86.0% | $5,011-90.9% | $2,471-81.5% |
| Participant deferral / active EE | $2,746 | $3,236-15.1% | $5,202-47.2% | $3,740-26.6% |
| Admin fee / account holder | $10,918 | $6,749+61.8% | $13,986-21.9% | $5,306+105.8% |