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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 | $48,980 | $78,682-37.7% | $109,188-55.1% | $85,851-42.9% |
| Participation rate | 48.6% | 68.3%-19.7pp | 75.9%-27.3pp | 69.3%-20.7pp |
| Annual return | 10.43% | 25.09%-14.7pp | 25.76%-15.3pp | 318.63%-308.2pp |
| Employer contribution / active EE | $905 | $2,734-66.9% | $3,723-75.7% | $2,565-64.7% |
| Participant deferral / active EE | $1,971 | $3,468-43.2% | $4,654-57.7% | $3,952-50.1% |
| Admin fee / account holder | $649 | $5,470-88.1% | $6,755-90.4% | $6,261-89.6% |