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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 | $84,953-41.0% | $163,379-69.3% | $82,637-39.3% |
| Participation rate | 61.2% | 65.9%-4.8pp | 76.8%-15.6pp | 68.1%-6.9pp |
| Annual return | 5.65% | 23.07%-17.4pp | 63.41%-57.8pp | 53.51%-47.9pp |
| Employer contribution / active EE | $626 | $2,183-71.3% | $3,752-83.3% | $2,552-75.5% |
| Participant deferral / active EE | $6,322 | $4,326+46.1% | $6,282+0.6% | $4,126+53.2% |
| Admin fee / account holder | $24,750 | $7,921+212.5% | $9,818+152.1% | $7,339+237.2% |