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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 | $55,754 | $38,967+43.1% | $86,233-35.3% | $79,634-30.0% |
| Participation rate | 10.2% | 34.1%-23.9pp | 69.0%-58.9pp | 62.5%-52.3pp |
| Annual return | 12.55% | 49.90%-37.3pp | 61.39%-48.8pp | 36.46%-23.9pp |
| Employer contribution / active EE | $82 | $868-90.6% | $2,504-96.7% | $2,529-96.8% |
| Participant deferral / active EE | $537 | $1,663-67.7% | $4,559-88.2% | $3,835-86.0% |
| Admin fee / account holder | $12,772 | $2,660+380.1% | $8,342+53.1% | $1,002+1174.8% |