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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 | $56,063-2.8% | $76,051-28.3% | $80,911-32.6% |
| Participation rate | 10.4% | 62.0%-51.6pp | 69.1%-58.7pp | 67.6%-57.2pp |
| Annual return | 8.94% | 20.54%-11.6pp | 360.42%-351.5pp | 35.63%-26.7pp |
| Employer contribution / active EE | $501 | $1,874-73.3% | $2,690-81.4% | $2,756-81.8% |
| Participant deferral / active EE | $1,796 | $3,052-41.1% | $4,257-57.8% | $4,297-58.2% |
| Admin fee / account holder | $25,911 | $5,240+394.5% | $6,416+303.8% | $6,935+273.6% |