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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 | $76,407-36.8% | $150,298-67.9% | $82,448-41.4% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 8.14% | 39.99%-31.9pp | 62.79%-54.6pp | 41.64%-33.5pp |
| Employer contribution / active EE | $662 | $2,614-74.7% | $4,154-84.1% | $2,551-74.0% |
| Participant deferral / active EE | $2,093 | $3,214-34.9% | $5,453-61.6% | $4,139-49.4% |
| Admin fee / account holder | $16,539 | $6,352+160.4% | $14,116+17.2% | $7,234+128.6% |