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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 | $46,526 | $78,425-40.7% | $95,956-51.5% | $79,858-41.7% |
| Participation rate | 46.9% | 73.5%-26.6pp | 77.1%-30.2pp | 69.6%-22.8pp |
| Annual return | 6.27% | 19.37%-13.1pp | 91.63%-85.4pp | 31.72%-25.4pp |
| Employer contribution / active EE | $857 | $1,945-55.9% | $2,541-66.3% | $2,471-65.3% |
| Participant deferral / active EE | $1,783 | $3,440-48.2% | $4,167-57.2% | $3,740-52.3% |
| Admin fee / account holder | $31,045 | $5,622+452.2% | $6,797+356.8% | $5,306+485.1% |