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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 | $48,313 | $61,356-21.3% | $149,696-67.7% | $71,511-32.4% |
| Participation rate | 22.8% | 62.5%-39.8pp | 78.8%-56.0pp | 67.9%-45.2pp |
| Annual return | 12.77% | 35.86%-23.1pp | 134.46%-121.7pp | 28.86%-16.1pp |
| Employer contribution / active EE | $755 | $2,382-68.3% | $4,821-84.3% | $2,589-70.8% |
| Participant deferral / active EE | $930 | $2,920-68.1% | $5,682-83.6% | $4,291-78.3% |
| Admin fee / account holder | $8,673 | $1,263+586.6% | $13,212-34.4% | $1,588+446.0% |