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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 | $48,221 | $76,564-37.0% | $105,582-54.3% | $94,015-48.7% |
| Participation rate | 62.2% | 65.2%-3.0pp | 71.8%-9.6pp | 70.8%-8.6pp |
| Annual return | 10.37% | 20.69%-10.3pp | 18.61%-8.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $708 | $1,995-64.5% | $2,984-76.3% | $2,790-74.6% |
| Participant deferral / active EE | $3,041 | $3,320-8.4% | $4,353-30.1% | $4,249-28.4% |
| Admin fee / account holder | $34,525 | $7,129+384.3% | $12,856+168.5% | $8,951+285.7% |