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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 | $46,646 | $104,251-55.3% | $91,004-48.7% | $147,586-68.4% |
| Participation rate | 30.8% | 78.2%-47.5pp | 75.6%-44.8pp | 82.8%-52.1pp |
| Annual return | 0.89% | 27.06%-26.2pp | 4.60%-3.7pp | 578.59%-577.7pp |
| Employer contribution / active EE | $532 | $3,116-82.9% | $2,456-78.3% | $4,876-89.1% |
| Participant deferral / active EE | $1,624 | $4,195-61.3% | $3,548-54.2% | $5,439-70.1% |
| Admin fee / account holder | $650 | $8,948-92.7% | $5,417-88.0% | $10,886-94.0% |