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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 | $49,925 | $74,535-33.0% | $100,712-50.4% | $82,637-39.6% |
| Participation rate | 39.5% | 61.2%-21.7pp | 69.3%-29.8pp | 68.1%-28.6pp |
| Annual return | 4.10% | 18.92%-14.8pp | 33.27%-29.2pp | 53.51%-49.4pp |
| Employer contribution / active EE | $565 | $1,503-62.4% | $2,313-75.6% | $2,552-77.9% |
| Participant deferral / active EE | $2,044 | $3,074-33.5% | $4,085-50.0% | $4,126-50.5% |
| Admin fee / account holder | $87,961 | $6,576+1237.7% | $9,256+850.3% | $7,339+1098.6% |