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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 | $46,818 | $62,672-25.3% | $185,117-74.7% | $70,126-33.2% |
| Participation rate | 61.0% | 63.8%-2.8pp | 77.3%-16.3pp | 69.5%-8.6pp |
| Annual return | 10.07% | 40.79%-30.7pp | 40.50%-30.4pp | 73.15%-63.1pp |
| Employer contribution / active EE | $531 | $1,753-69.7% | $4,182-87.3% | $2,343-77.4% |
| Participant deferral / active EE | $1,660 | $3,272-49.3% | $5,045-67.1% | $3,332-50.2% |
| Admin fee / account holder | $8,539 | $3,932+117.2% | $8,159+4.7% | $4,645+83.8% |