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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 | $48,802 | $52,884-7.7% | $84,753-42.4% | $55,167-11.5% |
| Participation rate | 45.3% | 67.5%-22.2pp | 76.6%-31.3pp | 69.0%-23.7pp |
| Annual return | 0.28% | 18.03%-17.8pp | 22.78%-22.5pp | 169.23%-169.0pp |
| Employer contribution / active EE | $519 | $2,233-76.7% | $3,574-85.5% | $1,963-73.5% |
| Participant deferral / active EE | $2,597 | $2,644-1.8% | $3,712-30.0% | $3,054-15.0% |
| Admin fee / account holder | $8,308 | $581+1330.7% | $5,333+55.8% | $504+1548.7% |