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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 | $57,584 | $85,171-32.4% | $172,752-66.7% | $72,975-21.1% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.6%-13.7pp | 69.5%-0.5pp |
| Annual return | 15.76% | 27.32%-11.6pp | 802.97%-787.2pp | 81.01%-65.3pp |
| Employer contribution / active EE | $447 | $3,324-86.5% | $5,144-91.3% | $2,440-81.7% |
| Participant deferral / active EE | $3,338 | $3,260+2.4% | $5,198-35.8% | $3,608-7.5% |
| Admin fee / account holder | $12,986 | $5,880+120.8% | $13,955-6.9% | $5,124+153.4% |