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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 | $53,265 | $102,385-48.0% | $147,080-63.8% | $80,935-34.2% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 10.51% | 135.09%-124.6pp | 420.17%-409.7pp | 35.66%-25.1pp |
| Employer contribution / active EE | $988 | $3,717-73.4% | $4,933-80.0% | $2,757-64.2% |
| Participant deferral / active EE | $5,582 | $6,651-16.1% | $8,066-30.8% | $4,299+29.8% |
| Admin fee / account holder | $9,870 | $7,951+24.1% | $12,989-24.0% | $6,924+42.5% |