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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 | $44,318 | $54,541-18.7% | $78,778-43.7% | $70,126-36.8% |
| Participation rate | 49.0% | 60.8%-11.8pp | 69.2%-20.2pp | 69.5%-20.5pp |
| Annual return | 8.60% | 21.07%-12.5pp | 35.62%-27.0pp | 73.15%-64.5pp |
| Employer contribution / active EE | $221 | $1,089-79.7% | $1,986-88.9% | $2,343-90.6% |
| Participant deferral / active EE | $2,558 | $2,210+15.7% | $2,958-13.5% | $3,332-23.2% |
| Admin fee / account holder | $34,985 | $3,709+843.3% | $5,134+581.4% | $4,645+653.1% |