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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 | $44,621 | $46,534-4.1% | $64,097-30.4% | $75,177-40.6% |
| Participation rate | 49.2% | 65.9%-16.8pp | 72.3%-23.1pp | 67.2%-18.0pp |
| Annual return | 6.76% | 26.07%-19.3pp | 33.75%-27.0pp | 160.75%-154.0pp |
| Employer contribution / active EE | $443 | $1,976-77.6% | $2,750-83.9% | $2,671-83.4% |
| Participant deferral / active EE | $1,126 | $2,835-60.3% | $3,881-71.0% | $4,126-72.7% |
| Admin fee / account holder | $5,199 | $2,957+75.9% | $3,070+69.4% | $5,651-8.0% |