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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 | $51,503 | $98,766-47.9% | $149,730-65.6% | $79,852-35.5% |
| Participation rate | 22.4% | 75.8%-53.3pp | 82.5%-60.0pp | 69.6%-47.2pp |
| Annual return | 9.53% | 27.43%-17.9pp | 276.70%-267.2pp | 31.72%-22.2pp |
| Employer contribution / active EE | $703 | $3,217-78.2% | $4,645-84.9% | $2,471-71.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,877 | $6,052-69.0% | $9,310-79.8% | $5,306-64.6% |