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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 | $55,950 | $55,902+0.1% | $76,030-26.4% | $80,959-30.9% |
| Participation rate | 55.6% | 62.1%-6.5pp | 69.1%-13.5pp | 67.7%-12.1pp |
| Annual return | 8.37% | 20.59%-12.2pp | 361.54%-353.2pp | 35.67%-27.3pp |
| Employer contribution / active EE | $694 | $1,867-62.8% | $2,688-74.2% | $2,757-74.8% |
| Participant deferral / active EE | $1,604 | $3,051-47.4% | $4,257-62.3% | $4,300-62.7% |
| Admin fee / account holder | $16,378 | $5,239+212.6% | $6,421+155.1% | $6,925+136.5% |