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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 | $55,569 | $165,939-66.5% | $122,354-54.6% | $147,586-62.3% |
| Participation rate | 31.6% | 79.6%-48.0pp | 71.6%-40.1pp | 82.8%-51.2pp |
| Annual return | 6.25% | 34.56%-28.3pp | 30.28%-24.0pp | 578.59%-572.3pp |
| Employer contribution / active EE | $494 | $5,754-91.4% | $4,051-87.8% | $4,876-89.9% |
| Participant deferral / active EE | $1,454 | $4,005-63.7% | $3,287-55.8% | $5,439-73.3% |
| Admin fee / account holder | $5,266 | $7,425-29.1% | $5,479-3.9% | $10,886-51.6% |