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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 | $39,531 | $65,034-39.2% | $90,970-56.5% | $79,856-50.5% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.0%-20.9pp | 69.6%-21.6pp |
| Annual return | 8.05% | 30.45%-22.4pp | 134.60%-126.5pp | 31.71%-23.7pp |
| Employer contribution / active EE | $548 | $1,247-56.0% | $2,122-74.2% | $2,471-77.8% |
| Participant deferral / active EE | $2,822 | $2,512+12.3% | $3,373-16.3% | $3,741-24.6% |
| Admin fee / account holder | $7,378 | $4,536+62.7% | $5,961+23.8% | $5,306+39.0% |