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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 | $63,942 | $165,939-61.5% | $122,354-47.7% | $147,586-56.7% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 4.75% | 34.56%-29.8pp | 30.28%-25.5pp | 578.59%-573.8pp |
| Employer contribution / active EE | $531 | $5,754-90.8% | $4,051-86.9% | $4,876-89.1% |
| Participant deferral / active EE | $2,268 | $4,005-43.4% | $3,287-31.0% | $5,439-58.3% |
| Admin fee / account holder | $20,369 | $7,425+174.3% | $5,479+271.8% | $10,886+87.1% |