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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 | $29,479 | $108,882-72.9% | $96,754-69.5% | $154,746-80.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 5.34% | 98.39%-93.1pp | 82.04%-76.7pp | 172.34%-167.0pp |
| Employer contribution / active EE | $688 | $3,018-77.2% | $2,679-74.3% | $4,379-84.3% |
| Participant deferral / active EE | $1,967 | $5,323-63.1% | $4,758-58.7% | $6,730-70.8% |
| Admin fee / account holder | $52,687 | $10,200+416.5% | $8,905+491.7% | $14,365+266.8% |