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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 | $88,087-40.1% | $164,866-68.0% | $74,546-29.2% |
| Participation rate | 56.2% | 73.1%-16.9pp | 78.6%-22.5pp | 67.2%-11.1pp |
| Annual return | 10.26% | 17.27%-7.0pp | 69.97%-59.7pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $865 | $2,595-66.7% | $4,343-80.1% | $2,624-67.0% |
| Participant deferral / active EE | $2,315 | $4,499-48.5% | $6,033-61.6% | $4,347-46.7% |
| Admin fee / account holder | $14,230 | $2,232+537.6% | $12,689+12.1% | $1,944+632.1% |