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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 | $52,955 | $58,627-9.7% | $76,735-31.0% | $82,448-35.8% |
| Participation rate | 41.2% | 63.2%-22.0pp | 69.5%-28.3pp | 68.1%-26.9pp |
| Annual return | 10.72% | 39.10%-28.4pp | 29.77%-19.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $571 | $1,729-67.0% | $2,454-76.7% | $2,551-77.6% |
| Participant deferral / active EE | $1,111 | $3,134-64.5% | $4,088-72.8% | $4,139-73.2% |
| Admin fee / account holder | $19,780 | $5,323+271.6% | $7,189+175.1% | $7,234+173.4% |