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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 | $57,531 | $73,638-21.9% | $95,964-40.0% | $73,497-21.7% |
| Participation rate | 49.1% | 76.2%-27.1pp | 77.1%-28.0pp | 70.7%-21.6pp |
| Annual return | 5.78% | 16.78%-11.0pp | 91.64%-85.9pp | 28.51%-22.7pp |
| Employer contribution / active EE | $618 | $1,863-66.8% | $2,541-75.7% | $2,270-72.8% |
| Participant deferral / active EE | $2,029 | $3,617-43.9% | $4,167-51.3% | $3,740-45.8% |
| Admin fee / account holder | $5,281 | $482+995.4% | $6,797-22.3% | $513+929.3% |