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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 | $65,246-22.9% | $98,716-49.1% | $67,986-26.0% |
| Participation rate | 44.4% | 51.4%-7.1pp | 69.3%-24.9pp | 57.2%-12.9pp |
| Annual return | 10.44% | 20.58%-10.1pp | 31.81%-21.4pp | 31.67%-21.2pp |
| Employer contribution / active EE | $338 | $1,042-67.6% | $2,279-85.2% | $2,019-83.3% |
| Participant deferral / active EE | $2,858 | $2,594+10.2% | $4,048-29.4% | $3,358-14.9% |
| Admin fee / account holder | $19,642 | $4,561+330.7% | $8,703+125.7% | $3,203+513.2% |