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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 | $88,186-40.1% | $165,071-68.0% | $74,459-29.1% |
| Participation rate | 56.2% | 73.1%-17.0pp | 78.6%-22.5pp | 67.2%-11.1pp |
| Annual return | 10.26% | 17.13%-6.9pp | 70.17%-59.9pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $865 | $2,600-66.7% | $4,347-80.1% | $2,626-67.0% |
| Participant deferral / active EE | $2,315 | $4,505-48.6% | $6,035-61.6% | $4,350-46.8% |
| Admin fee / account holder | $14,230 | $2,234+536.9% | $12,695+12.1% | $1,945+631.7% |