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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 | $81,446-39.3% | $103,374-52.1% | $80,874-38.8% |
| Participation rate | 45.8% | 66.9%-21.0pp | 74.5%-28.7pp | 67.6%-21.8pp |
| Annual return | 9.45% | 25.57%-16.1pp | 24.89%-15.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $944 | $3,107-69.6% | $3,869-75.6% | $2,756-65.7% |
| Participant deferral / active EE | $1,870 | $3,870-51.7% | $5,058-63.0% | $4,297-56.5% |
| Admin fee / account holder | $29,263 | $6,715+335.8% | $8,394+248.6% | $6,935+321.9% |