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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 | $59,440-10.9% | $78,004-32.1% | $82,637-35.9% |
| Participation rate | 41.2% | 62.8%-21.6pp | 69.4%-28.3pp | 68.1%-26.9pp |
| Annual return | 10.72% | 40.24%-29.5pp | 31.07%-20.3pp | 53.51%-42.8pp |
| Employer contribution / active EE | $571 | $1,750-67.4% | $2,469-76.9% | $2,552-77.6% |
| Participant deferral / active EE | $1,111 | $3,138-64.6% | $4,092-72.8% | $4,126-73.1% |
| Admin fee / account holder | $19,780 | $5,504+259.4% | $7,578+161.0% | $7,339+169.5% |