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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 | $49,417 | $70,666-30.1% | $169,385-70.8% | $75,181-34.3% |
| Participation rate | 46.5% | 64.8%-18.3pp | 77.2%-30.6pp | 67.2%-20.7pp |
| Annual return | 12.25% | 36.37%-24.1pp | 405.82%-393.6pp | 160.69%-148.4pp |
| Employer contribution / active EE | $554 | $2,210-74.9% | $4,012-86.2% | $2,671-79.3% |
| Participant deferral / active EE | $1,804 | $4,308-58.1% | $6,221-71.0% | $4,126-56.3% |
| Admin fee / account holder | $11,556 | $5,402+113.9% | $9,011+28.2% | $5,650+104.5% |