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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 | $50,628 | $81,276-37.7% | $155,574-67.5% | $80,925-37.4% |
| Participation rate | 12.1% | 66.2%-54.1pp | 78.2%-66.1pp | 67.7%-55.5pp |
| Annual return | 8.14% | 33.36%-25.2pp | 64.87%-56.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $701 | $3,103-77.4% | $4,676-85.0% | $2,756-74.6% |
| Participant deferral / active EE | $1,993 | $3,453-42.3% | $5,629-64.6% | $4,299-53.6% |
| Admin fee / account holder | $25,233 | $7,993+215.7% | $15,914+58.6% | $6,940+263.6% |