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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 | $49,559 | $75,541-34.4% | $152,093-67.4% | $82,637-40.0% |
| Participation rate | 57.8% | 66.5%-8.7pp | 77.8%-20.0pp | 68.1%-10.2pp |
| Annual return | 7.70% | 32.56%-24.9pp | 66.36%-58.7pp | 53.51%-45.8pp |
| Employer contribution / active EE | $902 | $2,622-65.6% | $4,175-78.4% | $2,552-64.7% |
| Participant deferral / active EE | $1,531 | $3,206-52.2% | $5,451-71.9% | $4,126-62.9% |
| Admin fee / account holder | $28,219 | $6,405+340.6% | $14,497+94.7% | $7,339+284.5% |