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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 | $49,474 | $81,504-39.3% | $102,437-51.7% | $80,959-38.9% |
| Participation rate | 45.8% | 66.9%-21.0pp | 74.5%-28.7pp | 67.7%-21.8pp |
| Annual return | 9.45% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $944 | $3,104-69.6% | $3,871-75.6% | $2,757-65.8% |
| Participant deferral / active EE | $1,870 | $3,871-51.7% | $5,060-63.0% | $4,300-56.5% |
| Admin fee / account holder | $29,263 | $6,719+335.5% | $8,388+248.9% | $6,925+322.5% |