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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 | $47,788 | $87,106-45.1% | $105,607-54.7% | $80,935-41.0% |
| Participation rate | 43.5% | 70.4%-26.9pp | 75.3%-31.7pp | 67.7%-24.1pp |
| Annual return | 8.78% | 17.01%-8.2pp | 116.11%-107.3pp | 35.66%-26.9pp |
| Employer contribution / active EE | $972 | $2,396-59.4% | $3,167-69.3% | $2,757-64.7% |
| Participant deferral / active EE | $1,876 | $3,986-52.9% | $5,011-62.6% | $4,299-56.4% |
| Admin fee / account holder | $13,382 | $8,447+58.4% | $10,958+22.1% | $6,924+93.3% |