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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 | $48,133 | $54,541-11.8% | $78,778-38.9% | $70,126-31.4% |
| Participation rate | 42.4% | 60.8%-18.4pp | 69.2%-26.8pp | 69.5%-27.1pp |
| Annual return | 8.12% | 21.07%-13.0pp | 35.62%-27.5pp | 73.15%-65.0pp |
| Employer contribution / active EE | $574 | $1,089-47.2% | $1,986-71.1% | $2,343-75.5% |
| Participant deferral / active EE | $1,258 | $2,210-43.1% | $2,958-57.5% | $3,332-62.2% |
| Admin fee / account holder | $8,568 | $3,709+131.0% | $5,134+66.9% | $4,645+84.4% |