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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 | $47,157 | $84,953-44.5% | $163,379-71.1% | $82,637-42.9% |
| Participation rate | 47.9% | 65.9%-18.0pp | 76.8%-28.9pp | 68.1%-20.1pp |
| Annual return | 12.09% | 23.07%-11.0pp | 63.41%-51.3pp | 53.51%-41.4pp |
| Employer contribution / active EE | $463 | $2,183-78.8% | $3,752-87.7% | $2,552-81.9% |
| Participant deferral / active EE | $1,420 | $4,326-67.2% | $6,282-77.4% | $4,126-65.6% |
| Admin fee / account holder | $10,991 | $7,921+38.8% | $9,818+12.0% | $7,339+49.8% |