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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 | $108,825-52.6% | $156,181-66.9% | $82,448-37.4% |
| Participation rate | 15.6% | 72.4%-56.8pp | 78.8%-63.3pp | 68.1%-52.5pp |
| Annual return | 10.70% | 20.59%-9.9pp | 64.87%-54.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $822 | $2,870-71.4% | $4,294-80.9% | $2,551-67.8% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $546 | $9,341-94.2% | $14,586-96.3% | $7,234-92.5% |