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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 | $49,840 | $91,198-45.3% | $178,503-72.1% | $79,856-37.6% |
| Participation rate | 53.4% | 69.2%-15.8pp | 81.9%-28.5pp | 69.6%-16.2pp |
| Annual return | 7.40% | 24.20%-16.8pp | 151.12%-143.7pp | 31.71%-24.3pp |
| Employer contribution / active EE | $677 | $3,257-79.2% | $5,011-86.5% | $2,471-72.6% |
| Participant deferral / active EE | $1,109 | $3,237-65.7% | $5,202-78.7% | $3,741-70.3% |
| Admin fee / account holder | $26,822 | $6,748+297.5% | $13,987+91.8% | $5,306+405.5% |