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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 | $52,604 | $79,955-34.2% | $98,461-46.6% | $75,173-30.0% |
| Participation rate | 59.3% | 70.4%-11.1pp | 75.2%-15.9pp | 67.2%-7.9pp |
| Annual return | 12.80% | 19.75%-6.9pp | 21.17%-8.4pp | 160.72%-147.9pp |
| Employer contribution / active EE | $600 | $2,264-73.5% | $3,049-80.3% | $2,671-77.5% |
| Participant deferral / active EE | $1,654 | $3,752-55.9% | $4,738-65.1% | $4,126-59.9% |
| Admin fee / account holder | $16,108 | $6,841+135.5% | $8,961+79.8% | $5,651+185.1% |