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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 | $55,518 | $76,407-27.3% | $150,298-63.1% | $82,448-32.7% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 10.41% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $680 | $2,614-74.0% | $4,154-83.6% | $2,551-73.3% |
| Participant deferral / active EE | $1,421 | $3,214-55.8% | $5,453-73.9% | $4,139-65.7% |
| Admin fee / account holder | $1,033 | $6,352-83.7% | $14,116-92.7% | $7,234-85.7% |