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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 | $57,057-13.4% | $85,009-41.8% | $80,874-38.9% |
| Participation rate | 31.6% | 56.4%-24.8pp | 67.5%-35.9pp | 67.6%-36.1pp |
| Annual return | 6.49% | 21.66%-15.2pp | 66.47%-60.0pp | 35.62%-29.1pp |
| Employer contribution / active EE | $834 | $1,799-53.6% | $2,728-69.4% | $2,756-69.7% |
| Participant deferral / active EE | $2,032 | $3,112-34.7% | $4,522-55.1% | $4,297-52.7% |
| Admin fee / account holder | $19,837 | $4,986+297.8% | $6,153+222.4% | $6,935+186.0% |