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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 | $47,521 | $112,729-57.8% | $98,716-51.9% | $137,256-65.4% |
| Participation rate | 19.0% | 74.2%-55.2pp | 69.3%-50.2pp | 80.0%-60.9pp |
| Annual return | 9.40% | 38.48%-29.1pp | 31.81%-22.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $499 | $2,725-81.7% | $2,279-78.1% | $4,156-88.0% |
| Participant deferral / active EE | $1,846 | $4,640-60.2% | $4,048-54.4% | $6,407-71.2% |
| Admin fee / account holder | $30,012 | $10,129+196.3% | $8,703+244.9% | $12,270+144.6% |