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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 | $51,626 | $110,137-53.1% | $161,149-68.0% | $82,637-37.5% |
| Participation rate | 15.6% | 72.4%-56.8pp | 78.8%-63.3pp | 68.1%-52.5pp |
| Annual return | 10.70% | 20.69%-10.0pp | 21.16%-10.5pp | 53.51%-42.8pp |
| Employer contribution / active EE | $822 | $2,856-71.2% | $4,360-81.2% | $2,552-67.8% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $546 | $9,467-94.2% | $15,194-96.4% | $7,339-92.6% |