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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 | $64,010-23.8% | $108,359-55.0% | $64,340-24.2% |
| Participation rate | 30.8% | 49.4%-18.5pp | 70.1%-39.3pp | 55.2%-24.4pp |
| Annual return | 9.64% | 19.74%-10.1pp | 36.89%-27.3pp | 24.14%-14.5pp |
| Employer contribution / active EE | $356 | $1,029-65.4% | $2,399-85.2% | $1,862-80.9% |
| Participant deferral / active EE | $1,056 | $2,395-55.9% | $4,137-74.5% | $2,980-64.6% |
| Admin fee / account holder | $22,437 | $4,885+359.3% | $9,741+130.3% | $3,703+506.0% |