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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 | $51,948 | $91,179-43.0% | $178,499-70.9% | $79,852-34.9% |
| Participation rate | 57.8% | 69.2%-11.4pp | 81.9%-24.1pp | 69.6%-11.8pp |
| Annual return | 2.39% | 24.19%-21.8pp | 151.10%-148.7pp | 31.72%-29.3pp |
| Employer contribution / active EE | $1,314 | $3,256-59.6% | $5,011-73.8% | $2,471-46.8% |
| Participant deferral / active EE | $1,508 | $3,236-53.4% | $5,202-71.0% | $3,740-59.7% |
| Admin fee / account holder | $602 | $6,749-91.1% | $13,986-95.7% | $5,306-88.7% |