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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 | $54,503 | $55,889-2.5% | $76,119-28.4% | $80,935-32.7% |
| Participation rate | 10.4% | 62.1%-51.6pp | 69.1%-58.7pp | 67.7%-57.2pp |
| Annual return | 8.94% | 20.58%-11.6pp | 361.25%-352.3pp | 35.66%-26.7pp |
| Employer contribution / active EE | $501 | $1,866-73.2% | $2,693-81.4% | $2,757-81.8% |
| Participant deferral / active EE | $1,796 | $3,051-41.1% | $4,259-57.8% | $4,299-58.2% |
| Admin fee / account holder | $25,911 | $5,241+394.3% | $6,421+303.5% | $6,924+274.2% |