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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 | $54,604 | $102,245-46.6% | $89,340-38.9% | $137,256-60.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 7.40% | 21.89%-14.5pp | 20.57%-13.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $135 | $2,529-94.7% | $2,231-93.9% | $4,156-96.7% |
| Participant deferral / active EE | $1,932 | $4,436-56.4% | $3,823-49.5% | $6,407-69.8% |
| Admin fee / account holder | $14,474 | $8,085+79.0% | $6,704+115.9% | $12,270+18.0% |