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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 | $53,330 | $91,198-41.5% | $178,503-70.1% | $79,856-33.2% |
| Participation rate | 48.1% | 69.2%-21.1pp | 81.9%-33.8pp | 69.6%-21.5pp |
| Annual return | 7.36% | 24.20%-16.8pp | 151.12%-143.8pp | 31.71%-24.4pp |
| Employer contribution / active EE | $723 | $3,257-77.8% | $5,011-85.6% | $2,471-70.8% |
| Participant deferral / active EE | $1,356 | $3,237-58.1% | $5,202-73.9% | $3,741-63.8% |
| Admin fee / account holder | $21,913 | $6,748+224.7% | $13,987+56.7% | $5,306+312.9% |