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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 | $55,188 | $97,125-43.2% | $86,233-36.0% | $137,256-59.8% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.0%-49.0pp | 80.0%-60.0pp |
| Annual return | 10.84% | 74.19%-63.3pp | 61.39%-50.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $351 | $2,841-87.7% | $2,504-86.0% | $4,156-91.6% |
| Participant deferral / active EE | $2,567 | $5,180-50.4% | $4,559-43.7% | $6,407-59.9% |
| Admin fee / account holder | $8,895 | $9,725-8.5% | $8,342+6.6% | $12,270-27.5% |