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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 | $71,057-27.5% | $93,654-45.0% | $80,874-36.3% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.6%-20.6pp |
| Annual return | 7.60% | 11.26%-3.7pp | 133.34%-125.7pp | 35.62%-28.0pp |
| Employer contribution / active EE | $993 | $1,564-36.5% | $2,421-59.0% | $2,756-64.0% |
| Participant deferral / active EE | $2,212 | $4,034-45.2% | $4,413-49.9% | $4,297-48.5% |
| Admin fee / account holder | $21,280 | $6,944+206.5% | $8,282+156.9% | $6,935+206.8% |