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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 | $52,622 | $95,406-44.8% | $185,849-71.7% | $85,847-38.7% |
| Participation rate | 46.5% | 68.8%-22.3pp | 81.7%-35.2pp | 69.3%-22.8pp |
| Annual return | 9.91% | 23.59%-13.7pp | 122.10%-112.2pp | 318.61%-308.7pp |
| Employer contribution / active EE | $732 | $3,314-77.9% | $5,169-85.8% | $2,565-71.5% |
| Participant deferral / active EE | $1,260 | $3,424-63.2% | $5,569-77.4% | $3,952-68.1% |
| Admin fee / account holder | $2,414 | $7,214-66.5% | $16,244-85.1% | $6,261-61.4% |