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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 | $47,598 | $61,125-22.1% | $94,057-49.4% | $87,485-45.6% |
| Participation rate | 55.2% | 64.1%-8.9pp | 73.3%-18.2pp | 68.9%-13.8pp |
| Annual return | 12.25% | 35.20%-22.9pp | 480.62%-468.4pp | 26.06%-13.8pp |
| Employer contribution / active EE | $714 | $2,136-66.6% | $2,933-75.6% | $2,596-72.5% |
| Participant deferral / active EE | $1,029 | $3,260-68.5% | $4,709-78.2% | $4,274-75.9% |
| Admin fee / account holder | $1,853 | $5,629-67.1% | $7,244-74.4% | $7,775-76.2% |