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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 | $78,690-38.6% | $161,489-70.1% | $87,485-44.8% |
| Participation rate | 41.4% | 67.5%-26.1pp | 78.7%-37.3pp | 68.9%-27.6pp |
| Annual return | 9.27% | 32.74%-23.5pp | 89.72%-80.5pp | 26.06%-16.8pp |
| Employer contribution / active EE | $780 | $2,588-69.8% | $4,268-81.7% | $2,596-69.9% |
| Participant deferral / active EE | $1,300 | $3,311-60.7% | $5,630-76.9% | $4,274-69.6% |
| Admin fee / account holder | $8,695 | $6,724+29.3% | $16,006-45.7% | $7,775+11.8% |