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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 | $52,942 | $75,541-29.9% | $152,093-65.2% | $82,637-35.9% |
| Participation rate | 48.4% | 66.5%-18.2pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 5.66% | 32.56%-26.9pp | 66.36%-60.7pp | 53.51%-47.9pp |
| Employer contribution / active EE | $693 | $2,622-73.6% | $4,175-83.4% | $2,552-72.8% |
| Participant deferral / active EE | $3,931 | $3,206+22.6% | $5,451-27.9% | $4,126-4.7% |
| Admin fee / account holder | $14,808 | $6,405+131.2% | $14,497+2.1% | $7,339+101.8% |