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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 | $48,351 | $69,383-30.3% | $101,271-52.3% | $73,493-34.2% |
| Participation rate | 58.4% | 68.4%-10.0pp | 75.8%-17.4pp | 70.7%-12.3pp |
| Annual return | 4.72% | 18.46%-13.7pp | 46.48%-41.8pp | 28.51%-23.8pp |
| Employer contribution / active EE | $1,613 | $2,628-38.6% | $3,660-55.9% | $2,270-28.9% |
| Participant deferral / active EE | $3,219 | $3,301-2.5% | $4,371-26.4% | $3,740-13.9% |
| Admin fee / account holder | $6,498 | $704+823.3% | $5,948+9.3% | $513+1166.5% |