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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 | $56,312 | $102,385-45.0% | $147,080-61.7% | $80,935-30.4% |
| Participation rate | 45.8% | 75.9%-30.0pp | 82.2%-36.3pp | 67.7%-21.8pp |
| Annual return | 5.43% | 135.09%-129.7pp | 420.17%-414.7pp | 35.66%-30.2pp |
| Employer contribution / active EE | $1,165 | $3,717-68.7% | $4,933-76.4% | $2,757-57.7% |
| Participant deferral / active EE | $3,856 | $6,651-42.0% | $8,066-52.2% | $4,299-10.3% |
| Admin fee / account holder | $327 | $7,951-95.9% | $12,989-97.5% | $6,924-95.3% |