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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 | $49,202 | $78,428-37.3% | $95,960-48.7% | $79,852-38.4% |
| Participation rate | 63.2% | 73.5%-10.3pp | 77.1%-13.9pp | 69.6%-6.5pp |
| Annual return | 4.45% | 19.37%-14.9pp | 91.63%-87.2pp | 31.72%-27.3pp |
| Employer contribution / active EE | $485 | $1,945-75.1% | $2,541-80.9% | $2,471-80.4% |
| Participant deferral / active EE | $1,812 | $3,440-47.3% | $4,167-56.5% | $3,740-51.6% |
| Admin fee / account holder | $4,501 | $5,622-19.9% | $6,797-33.8% | $5,306-15.2% |