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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 | $48,766 | $65,246-25.3% | $98,716-50.6% | $67,986-28.3% |
| Participation rate | 30.8% | 51.4%-20.6pp | 69.3%-38.5pp | 57.2%-26.4pp |
| Annual return | 9.64% | 20.58%-10.9pp | 31.81%-22.2pp | 31.67%-22.0pp |
| Employer contribution / active EE | $356 | $1,042-65.8% | $2,279-84.4% | $2,019-82.4% |
| Participant deferral / active EE | $1,056 | $2,594-59.3% | $4,048-73.9% | $3,358-68.6% |
| Admin fee / account holder | $22,437 | $4,561+392.0% | $8,703+157.8% | $3,203+600.5% |