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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 | $52,682-5.4% | $78,004-36.1% | $64,097-22.2% |
| Participation rate | 45.1% | 47.7%-2.6pp | 69.4%-24.3pp | 55.2%-10.1pp |
| Annual return | 12.36% | 22.45%-10.1pp | 31.07%-18.7pp | 34.64%-22.3pp |
| Employer contribution / active EE | $434 | $1,323-67.2% | $2,469-82.4% | $1,891-77.0% |
| Participant deferral / active EE | $1,389 | $2,346-40.8% | $4,092-66.1% | $3,080-54.9% |
| Admin fee / account holder | $13,310 | $5,420+145.6% | $7,578+75.6% | $3,454+285.3% |