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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 | $48,892 | $76,551-36.1% | $123,894-60.5% | $62,881-22.2% |
| Participation rate | 21.7% | 73.0%-51.2pp | 81.4%-59.7pp | 69.3%-47.6pp |
| Annual return | 4.00% | 18.68%-14.7pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $793 | $2,882-72.5% | $4,617-82.8% | $2,281-65.3% |
| Participant deferral / active EE | $2,454 | $4,840-49.3% | $5,984-59.0% | $3,203-23.4% |
| Admin fee / account holder | $14,635 | $4,826+203.3% | $8,357+75.1% | $4,296+240.7% |