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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 | $52,493 | $77,814-32.5% | $158,223-66.8% | $86,983-39.7% |
| Participation rate | 26.7% | 68.4%-41.7pp | 79.2%-52.5pp | 69.5%-42.9pp |
| Annual return | 8.84% | 30.54%-21.7pp | 52.09%-43.2pp | 25.83%-17.0pp |
| Employer contribution / active EE | $475 | $2,592-81.7% | $4,109-88.4% | $2,584-81.6% |
| Participant deferral / active EE | $2,480 | $3,270-24.1% | $5,467-54.6% | $4,194-40.9% |
| Admin fee / account holder | $16,343 | $5,879+178.0% | $16,047+1.8% | $7,856+108.0% |