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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 | $47,730 | $53,774-11.2% | $134,162-64.4% | $79,852-40.2% |
| Participation rate | 33.3% | 58.8%-25.4pp | 72.2%-38.9pp | 69.6%-36.3pp |
| Annual return | 5.42% | 19.01%-13.6pp | 36.35%-30.9pp | 31.72%-26.3pp |
| Employer contribution / active EE | $328 | $1,322-75.2% | $3,705-91.1% | $2,471-86.7% |
| Participant deferral / active EE | $1,207 | $2,420-50.1% | $3,500-65.5% | $3,740-67.7% |
| Admin fee / account holder | $31,307 | $3,985+685.7% | $6,685+368.3% | $5,306+490.0% |