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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 | $48,124 | $37,446+28.5% | $77,552-37.9% | $79,856-39.7% |
| Participation rate | 16.7% | 41.5%-24.9pp | 54.2%-37.5pp | 69.6%-53.0pp |
| Annual return | 7.56% | 39.76%-32.2pp | 54.82%-47.3pp | 31.71%-24.2pp |
| Employer contribution / active EE | $551 | $637-13.5% | $987-44.1% | $2,471-77.7% |
| Participant deferral / active EE | $835 | $1,261-33.7% | $1,861-55.1% | $3,741-77.7% |
| Admin fee / account holder | $24,340 | $2,506+871.2% | $2,859+751.3% | $5,306+358.7% |