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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 | $103,268 | $116,462-11.3% | $455,481-77.3% | $116,462-11.3% |
| Participation rate | 30.8% | 74.7%-43.9pp | 71.0%-40.2pp | 74.7%-43.9pp |
| Annual return | 9.10% | 15.65%-6.6pp | -2.82%+11.9pp | 15.65%-6.6pp |
| Employer contribution / active EE | $819 | $3,231-74.6% | $5,016-83.7% | $3,231-74.6% |
| Participant deferral / active EE | $1,730 | $3,836-54.9% | $3,583-51.7% | $3,836-54.9% |
| Admin fee / account holder | $3,075 | $12,754-75.9% | $17,461-82.4% | $12,754-75.9% |