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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 | $31,919 | $63,845-50.0% | $81,370-60.8% | $80,959-60.6% |
| Participation rate | 48.9% | 63.9%-15.0pp | 69.5%-20.7pp | 67.7%-18.8pp |
| Annual return | 8.19% | 16.37%-8.2pp | 24.85%-16.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $772 | $1,980-61.0% | $2,464-68.7% | $2,757-72.0% |
| Participant deferral / active EE | $1,479 | $3,093-52.2% | $3,885-61.9% | $4,300-65.6% |
| Admin fee / account holder | $47,579 | $5,688+736.4% | $5,749+727.6% | $6,925+587.0% |