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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 | $45,872 | $46,688-1.7% | $189,758-75.8% | $69,733-34.2% |
| Participation rate | 55.0% | 61.7%-6.7pp | 79.8%-24.8pp | 62.5%-7.5pp |
| Annual return | 4.35% | 14.35%-10.0pp | 52.62%-48.3pp | 15.22%-10.9pp |
| Employer contribution / active EE | $807 | $1,695-52.4% | $4,767-83.1% | $2,250-64.1% |
| Participant deferral / active EE | $1,854 | $2,143-13.5% | $5,856-68.3% | $3,054-39.3% |
| Admin fee / account holder | $12,526 | $1,700+636.6% | $20,388-38.6% | $3,102+303.8% |