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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 | $51,630 | $82,133-37.1% | $147,318-65.0% | $64,097-19.5% |
| Participation rate | 26.1% | 62.3%-36.2pp | 82.1%-55.9pp | 55.2%-29.1pp |
| Annual return | 12.32% | 78.78%-66.5pp | 70.43%-58.1pp | 34.64%-22.3pp |
| Employer contribution / active EE | $434 | $2,872-84.9% | $4,593-90.6% | $1,891-77.1% |
| Participant deferral / active EE | $1,775 | $5,407-67.2% | $7,906-77.5% | $3,080-42.4% |
| Admin fee / account holder | $7,450 | $3,730+99.7% | $13,708-45.7% | $3,454+115.7% |