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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 | $52,799 | $88,137-40.1% | $164,975-68.0% | $74,429-29.1% |
| Participation rate | 56.2% | 73.1%-17.0pp | 78.6%-22.5pp | 67.2%-11.1pp |
| Annual return | 10.26% | 17.13%-6.9pp | 70.12%-59.9pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $865 | $2,597-66.7% | $4,343-80.1% | $2,625-67.0% |
| Participant deferral / active EE | $2,315 | $4,501-48.6% | $6,033-61.6% | $4,348-46.8% |
| Admin fee / account holder | $14,230 | $2,231+537.7% | $12,688+12.1% | $1,944+631.9% |