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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 | $54,250 | $45,343+19.6% | $150,298-63.9% | $67,986-20.2% |
| Participation rate | 5.8% | 51.9%-46.0pp | 77.8%-71.9pp | 57.2%-51.4pp |
| Annual return | 11.70% | 33.28%-21.6pp | 62.79%-51.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $211 | $1,462-85.6% | $4,154-94.9% | $2,019-89.5% |
| Participant deferral / active EE | $678 | $2,055-67.0% | $5,453-87.6% | $3,358-79.8% |
| Admin fee / account holder | $5,915 | $2,250+162.9% | $14,116-58.1% | $3,203+84.7% |