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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 | $51,494 | $71,215-27.7% | $93,696-45.0% | $80,935-36.4% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.7%-20.6pp |
| Annual return | 7.60% | 11.27%-3.7pp | 133.74%-126.1pp | 35.66%-28.1pp |
| Employer contribution / active EE | $993 | $1,565-36.6% | $2,422-59.0% | $2,757-64.0% |
| Participant deferral / active EE | $2,212 | $4,037-45.2% | $4,417-49.9% | $4,299-48.5% |
| Admin fee / account holder | $21,280 | $6,958+205.8% | $8,287+156.8% | $6,924+207.3% |