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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 | $53,082 | $89,367-40.6% | $141,191-62.4% | $72,975-27.3% |
| Participation rate | 57.1% | 75.1%-18.0pp | 82.5%-25.3pp | 69.5%-12.3pp |
| Annual return | 18.35% | 111.87%-93.5pp | 71.41%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $826 | $3,115-73.5% | $4,736-82.5% | $2,440-66.1% |
| Participant deferral / active EE | $3,366 | $5,419-37.9% | $6,710-49.8% | $3,608-6.7% |
| Admin fee / account holder | $10,193 | $5,957+71.1% | $10,264-0.7% | $5,124+98.9% |