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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 | $58,288 | $89,367-34.8% | $141,191-58.7% | $72,975-20.1% |
| Participation rate | 62.2% | 75.1%-13.0pp | 82.5%-20.3pp | 69.5%-7.3pp |
| Annual return | 17.26% | 111.87%-94.6pp | 71.41%-54.1pp | 81.01%-63.7pp |
| Employer contribution / active EE | $837 | $3,115-73.1% | $4,736-82.3% | $2,440-65.7% |
| Participant deferral / active EE | $5,433 | $5,419+0.3% | $6,710-19.0% | $3,608+50.6% |
| Admin fee / account holder | $17,976 | $5,957+201.8% | $10,264+75.1% | $5,124+250.8% |