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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 | $71,208-27.7% | $93,681-45.0% | $80,911-36.4% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.6%-20.6pp |
| Annual return | 7.60% | 11.27%-3.7pp | 133.47%-125.9pp | 35.63%-28.0pp |
| Employer contribution / active EE | $993 | $1,564-36.5% | $2,422-59.0% | $2,756-64.0% |
| Participant deferral / active EE | $2,212 | $4,035-45.2% | $4,415-49.9% | $4,297-48.5% |
| Admin fee / account holder | $21,280 | $6,951+206.2% | $8,290+156.7% | $6,935+206.9% |