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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 | $48,319 | $86,050-43.8% | $189,758-74.5% | $94,015-48.6% |
| Participation rate | 41.4% | 68.9%-27.5pp | 79.8%-38.4pp | 70.8%-29.4pp |
| Annual return | 9.27% | 17.77%-8.5pp | 52.62%-43.4pp | 17.84%-8.6pp |
| Employer contribution / active EE | $780 | $2,819-72.3% | $4,767-83.6% | $2,790-72.0% |
| Participant deferral / active EE | $1,300 | $3,349-61.2% | $5,856-77.8% | $4,249-69.4% |
| Admin fee / account holder | $8,695 | $6,627+31.2% | $20,388-57.4% | $8,951-2.9% |