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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 | $47,996 | $48,364-0.8% | $71,796-33.1% | $62,881-23.7% |
| Participation rate | 56.8% | 60.6%-3.9pp | 69.1%-12.4pp | 69.3%-12.5pp |
| Annual return | 4.86% | 13.16%-8.3pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $470 | $1,042-54.9% | $1,924-75.6% | $2,281-79.4% |
| Participant deferral / active EE | $2,128 | $2,091+1.8% | $2,794-23.8% | $3,203-33.6% |
| Admin fee / account holder | $24,415 | $3,771+547.4% | $4,815+407.1% | $4,296+468.4% |