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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 | $78,690-38.6% | $161,489-70.1% | $87,485-44.8% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 8.14% | 32.74%-24.6pp | 89.72%-81.6pp | 26.06%-17.9pp |
| Employer contribution / active EE | $662 | $2,588-74.4% | $4,268-84.5% | $2,596-74.5% |
| Participant deferral / active EE | $2,093 | $3,311-36.8% | $5,630-62.8% | $4,274-51.0% |
| Admin fee / account holder | $16,539 | $6,724+146.0% | $16,006+3.3% | $7,775+112.7% |