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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 | $57,178 | $81,208-29.6% | $98,910-42.2% | $79,860-28.4% |
| Participation rate | 57.3% | 72.5%-15.2pp | 76.0%-18.7pp | 69.6%-12.3pp |
| Annual return | 3.45% | 60.99%-57.5pp | 196.44%-193.0pp | 31.72%-28.3pp |
| Employer contribution / active EE | $465 | $1,960-76.3% | $2,689-82.7% | $2,471-81.2% |
| Participant deferral / active EE | $2,662 | $3,265-18.5% | $4,244-37.3% | $3,740-28.8% |
| Admin fee / account holder | $20,481 | $6,013+240.6% | $6,642+208.4% | $5,306+286.0% |