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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 | $50,296 | $64,010-21.4% | $108,359-53.6% | $64,340-21.8% |
| Participation rate | 44.4% | 49.4%-5.0pp | 70.1%-25.8pp | 55.2%-10.9pp |
| Annual return | 10.44% | 19.74%-9.3pp | 36.89%-26.5pp | 24.14%-13.7pp |
| Employer contribution / active EE | $338 | $1,029-67.2% | $2,399-85.9% | $1,862-81.9% |
| Participant deferral / active EE | $2,858 | $2,395+19.3% | $4,137-30.9% | $2,980-4.1% |
| Admin fee / account holder | $19,642 | $4,885+302.1% | $9,741+101.6% | $3,703+430.5% |