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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 | $45,407 | $53,777-15.6% | $134,155-66.2% | $79,858-43.1% |
| Participation rate | 33.3% | 58.8%-25.4pp | 72.2%-38.9pp | 69.6%-36.3pp |
| Annual return | 7.09% | 19.01%-11.9pp | 36.34%-29.3pp | 31.72%-24.6pp |
| Employer contribution / active EE | $315 | $1,321-76.2% | $3,705-91.5% | $2,471-87.3% |
| Participant deferral / active EE | $998 | $2,420-58.8% | $3,500-71.5% | $3,740-73.3% |
| Admin fee / account holder | $17,023 | $3,984+327.3% | $6,685+154.6% | $5,306+220.8% |