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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 | $42,686 | $78,425-45.6% | $95,956-55.5% | $79,858-46.5% |
| Participation rate | 49.0% | 73.5%-24.5pp | 77.1%-28.1pp | 69.6%-20.7pp |
| Annual return | 8.48% | 19.37%-10.9pp | 91.63%-83.1pp | 31.72%-23.2pp |
| Employer contribution / active EE | $873 | $1,945-55.1% | $2,541-65.6% | $2,471-64.7% |
| Participant deferral / active EE | $2,566 | $3,440-25.4% | $4,167-38.4% | $3,740-31.4% |
| Admin fee / account holder | $10,452 | $5,622+85.9% | $6,797+53.8% | $5,306+97.0% |