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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 | $47,132 | $89,370-47.3% | $141,197-66.6% | $72,976-35.4% |
| Participation rate | 40.5% | 75.1%-34.6pp | 82.5%-41.9pp | 69.5%-28.9pp |
| Annual return | 16.98% | 111.88%-94.9pp | 71.41%-54.4pp | 81.02%-64.0pp |
| Employer contribution / active EE | $955 | $3,115-69.3% | $4,736-79.8% | $2,440-60.9% |
| Participant deferral / active EE | $3,135 | $5,419-42.1% | $6,710-53.3% | $3,608-13.1% |
| Admin fee / account holder | $66,924 | $5,957+1023.5% | $10,265+552.0% | $5,124+1206.1% |