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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 | $57,388 | $61,391-6.5% | $149,723-61.7% | $71,529-19.8% |
| Participation rate | 37.9% | 62.5%-24.6pp | 78.8%-40.8pp | 67.9%-30.0pp |
| Annual return | 11.15% | 35.88%-24.7pp | 134.50%-123.3pp | 28.97%-17.8pp |
| Employer contribution / active EE | $777 | $2,384-67.4% | $4,821-83.9% | $2,590-70.0% |
| Participant deferral / active EE | $1,412 | $2,921-51.6% | $5,682-75.1% | $4,291-67.1% |
| Admin fee / account holder | $1,706 | $1,264+34.9% | $13,215-87.1% | $1,588+7.4% |