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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 | $59,440-18.9% | $78,004-38.2% | $82,637-41.6% |
| Participation rate | 62.2% | 62.8%-0.6pp | 69.4%-7.2pp | 68.1%-5.8pp |
| Annual return | 10.37% | 40.24%-29.9pp | 31.07%-20.7pp | 53.51%-43.1pp |
| Employer contribution / active EE | $708 | $1,750-59.6% | $2,469-71.3% | $2,552-72.3% |
| Participant deferral / active EE | $3,041 | $3,138-3.1% | $4,092-25.7% | $4,126-26.3% |
| Admin fee / account holder | $34,525 | $5,504+527.3% | $7,578+355.6% | $7,339+370.4% |