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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 | $77,814-36.3% | $158,223-68.7% | $86,983-43.0% |
| Participation rate | 57.8% | 68.4%-10.6pp | 79.2%-21.4pp | 69.5%-11.7pp |
| Annual return | 7.70% | 30.54%-22.8pp | 52.09%-44.4pp | 25.83%-18.1pp |
| Employer contribution / active EE | $902 | $2,592-65.2% | $4,109-78.1% | $2,584-65.1% |
| Participant deferral / active EE | $1,531 | $3,270-53.2% | $5,467-72.0% | $4,194-63.5% |
| Admin fee / account holder | $28,219 | $5,879+380.0% | $16,047+75.9% | $7,856+259.2% |