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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 | $49,922 | $78,705-36.6% | $117,860-57.6% | $70,124-28.8% |
| Participation rate | 48.4% | 73.2%-24.8pp | 79.7%-31.2pp | 69.5%-21.1pp |
| Annual return | 10.70% | 23.30%-12.6pp | 335.10%-324.4pp | 73.14%-62.4pp |
| Employer contribution / active EE | $938 | $2,223-57.8% | $3,786-75.2% | $2,342-60.0% |
| Participant deferral / active EE | $2,147 | $3,297-34.9% | $4,482-52.1% | $3,332-35.6% |
| Admin fee / account holder | $13,565 | $5,065+167.8% | $8,021+69.1% | $4,645+192.0% |