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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 | $49,653 | $84,236-41.1% | $170,435-70.9% | $70,126-29.2% |
| Participation rate | 48.6% | 70.8%-22.3pp | 83.6%-35.0pp | 69.5%-21.0pp |
| Annual return | 10.83% | 23.06%-12.2pp | 205.94%-195.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $777 | $3,387-77.1% | $5,432-85.7% | $2,343-66.8% |
| Participant deferral / active EE | $1,639 | $3,086-46.9% | $4,939-66.8% | $3,332-50.8% |
| Admin fee / account holder | $6,113 | $5,698+7.3% | $13,881-56.0% | $4,645+31.6% |