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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 | $55,239 | $77,638-28.9% | $156,551-64.7% | $62,881-12.2% |
| Participation rate | 41.3% | 71.2%-29.9pp | 84.0%-42.7pp | 69.3%-28.0pp |
| Annual return | 4.59% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $510 | $3,444-85.2% | $5,501-90.7% | $2,281-77.6% |
| Participant deferral / active EE | $1,394 | $3,046-54.2% | $4,871-71.4% | $3,203-56.5% |
| Admin fee / account holder | $1,166 | $5,561-79.0% | $13,028-91.0% | $4,296-72.9% |