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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 | $50,806 | $58,057-12.5% | $97,032-47.6% | $86,983-41.6% |
| Participation rate | 23.5% | 60.4%-36.8pp | 71.6%-48.0pp | 69.5%-46.0pp |
| Annual return | 9.22% | 22.26%-13.0pp | 35.38%-26.2pp | 25.83%-16.6pp |
| Employer contribution / active EE | $706 | $1,663-57.5% | $2,629-73.1% | $2,584-72.7% |
| Participant deferral / active EE | $1,596 | $3,244-50.8% | $4,672-65.8% | $4,194-61.9% |
| Admin fee / account holder | $51,621 | $4,839+966.9% | $9,418+448.1% | $7,856+557.1% |