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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 | $49,845 | $55,932-10.9% | $76,735-35.0% | $67,986-26.7% |
| Participation rate | 45.1% | 50.8%-5.7pp | 69.5%-24.4pp | 57.2%-12.1pp |
| Annual return | 12.36% | 23.10%-10.7pp | 29.77%-17.4pp | 31.67%-19.3pp |
| Employer contribution / active EE | $434 | $1,487-70.8% | $2,454-82.3% | $2,019-78.5% |
| Participant deferral / active EE | $1,389 | $2,558-45.7% | $4,088-66.0% | $3,358-58.6% |
| Admin fee / account holder | $13,310 | $4,907+171.2% | $7,189+85.1% | $3,203+315.5% |