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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 | $55,027 | $85,171-35.4% | $172,752-68.1% | $72,975-24.6% |
| Participation rate | 50.8% | 70.1%-19.3pp | 82.6%-31.9pp | 69.5%-18.7pp |
| Annual return | 5.24% | 27.32%-22.1pp | 802.97%-797.7pp | 81.01%-75.8pp |
| Employer contribution / active EE | $1,126 | $3,324-66.1% | $5,144-78.1% | $2,440-53.8% |
| Participant deferral / active EE | $1,269 | $3,260-61.1% | $5,198-75.6% | $3,608-64.8% |
| Admin fee / account holder | $1,031 | $5,880-82.5% | $13,955-92.6% | $5,124-79.9% |