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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 | $48,308 | $86,050-43.9% | $189,758-74.5% | $94,015-48.6% |
| Participation rate | 46.2% | 68.9%-22.7pp | 79.8%-33.6pp | 70.8%-24.7pp |
| Annual return | 8.14% | 17.77%-9.6pp | 52.62%-44.5pp | 17.84%-9.7pp |
| Employer contribution / active EE | $662 | $2,819-76.5% | $4,767-86.1% | $2,790-76.3% |
| Participant deferral / active EE | $2,093 | $3,349-37.5% | $5,856-64.3% | $4,249-50.8% |
| Admin fee / account holder | $16,539 | $6,627+149.6% | $20,388-18.9% | $8,951+84.8% |