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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 | $47,948 | $61,295-21.8% | $149,682-68.0% | $71,476-32.9% |
| Participation rate | 25.5% | 62.5%-37.0pp | 78.8%-53.3pp | 67.9%-42.5pp |
| Annual return | 11.43% | 35.86%-24.4pp | 134.35%-122.9pp | 28.85%-17.4pp |
| Employer contribution / active EE | $506 | $2,380-78.7% | $4,818-89.5% | $2,589-80.5% |
| Participant deferral / active EE | $1,475 | $2,918-49.5% | $5,681-74.0% | $4,290-65.6% |
| Admin fee / account holder | $834 | $1,262-33.9% | $13,210-93.7% | $1,587-47.5% |