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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 | $56,060-0.2% | $76,002-26.4% | $80,874-30.8% |
| Participation rate | 55.6% | 62.0%-6.5pp | 69.1%-13.5pp | 67.6%-12.1pp |
| Annual return | 8.37% | 20.54%-12.2pp | 360.07%-351.7pp | 35.62%-27.3pp |
| Employer contribution / active EE | $694 | $1,873-62.9% | $2,688-74.2% | $2,756-74.8% |
| Participant deferral / active EE | $1,604 | $3,051-47.4% | $4,257-62.3% | $4,297-62.7% |
| Admin fee / account holder | $16,378 | $5,237+212.7% | $6,414+155.4% | $6,935+136.2% |