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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 | $46,994 | $81,276-42.2% | $155,574-69.8% | $80,925-41.9% |
| Participation rate | 10.3% | 66.2%-56.0pp | 78.2%-68.0pp | 67.7%-57.4pp |
| Annual return | 9.97% | 33.36%-23.4pp | 64.87%-54.9pp | 35.65%-25.7pp |
| Employer contribution / active EE | $410 | $3,103-86.8% | $4,676-91.2% | $2,756-85.1% |
| Participant deferral / active EE | $1,064 | $3,453-69.2% | $5,629-81.1% | $4,299-75.3% |
| Admin fee / account holder | $24,759 | $7,993+209.7% | $15,914+55.6% | $6,940+256.8% |