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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 | $49,145 | $64,920-24.3% | $103,693-52.6% | $86,983-43.5% |
| Participation rate | 45.9% | 63.6%-17.6pp | 72.6%-26.7pp | 69.5%-23.6pp |
| Annual return | 11.59% | 30.29%-18.7pp | 47.61%-36.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $240 | $2,141-88.8% | $2,920-91.8% | $2,584-90.7% |
| Participant deferral / active EE | $1,795 | $3,241-44.6% | $4,579-60.8% | $4,194-57.2% |
| Admin fee / account holder | $17,628 | $6,191+184.7% | $7,858+124.3% | $7,856+124.4% |