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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 | $25,150 | $90,486-72.2% | $78,676-68.0% | $273,972-90.8% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 0.95% | 75.62%-74.7pp | 62.19%-61.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $476 | $3,175-85.0% | $2,850-83.3% | $4,869-90.2% |
| Participant deferral / active EE | $3,936 | $3,901+0.9% | $3,517+11.9% | $5,287-25.6% |
| Admin fee / account holder | $52,452 | $5,263+896.6% | $4,510+1063.0% | $10,133+417.7% |