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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 | $49,436 | $57,119-13.5% | $85,187-42.0% | $80,935-38.9% |
| Participation rate | 31.6% | 56.4%-24.8pp | 67.5%-35.9pp | 67.7%-36.1pp |
| Annual return | 6.49% | 21.70%-15.2pp | 66.67%-60.2pp | 35.66%-29.2pp |
| Employer contribution / active EE | $834 | $1,802-53.7% | $2,732-69.5% | $2,757-69.7% |
| Participant deferral / active EE | $2,032 | $3,115-34.8% | $4,525-55.1% | $4,299-52.7% |
| Admin fee / account holder | $19,837 | $4,990+297.5% | $6,162+221.9% | $6,924+186.5% |