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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 | $44,501 | $68,880-35.4% | $120,580-63.1% | $80,959-45.0% |
| Participation rate | 52.6% | 61.7%-9.1pp | 72.0%-19.3pp | 67.7%-15.0pp |
| Annual return | 9.88% | 23.68%-13.8pp | 107.48%-97.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $620 | $2,066-70.0% | $3,469-82.1% | $2,757-77.5% |
| Participant deferral / active EE | $2,201 | $3,191-31.0% | $4,995-55.9% | $4,300-48.8% |
| Admin fee / account holder | $19,610 | $5,785+239.0% | $9,418+108.2% | $6,925+183.2% |