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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 | $50,143 | $109,782-54.3% | $260,467-80.7% | $94,015-46.7% |
| Participation rate | 61.2% | 67.2%-6.0pp | 80.5%-19.3pp | 70.8%-9.6pp |
| Annual return | 5.65% | 18.60%-12.9pp | 100.60%-94.9pp | 17.84%-12.2pp |
| Employer contribution / active EE | $626 | $2,147-70.9% | $4,239-85.2% | $2,790-77.6% |
| Participant deferral / active EE | $6,322 | $4,044+56.3% | $6,3190% | $4,249+48.8% |
| Admin fee / account holder | $24,750 | $11,958+107.0% | $15,461+60.1% | $8,951+176.5% |