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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 | $46,486 | $58,099-20.0% | $76,902-39.6% | $75,177-38.2% |
| Participation rate | 39.8% | 63.9%-24.1pp | 69.6%-29.8pp | 67.2%-27.4pp |
| Annual return | 9.47% | 26.71%-17.2pp | 37.91%-28.4pp | 160.75%-151.3pp |
| Employer contribution / active EE | $548 | $1,996-72.5% | $2,534-78.4% | $2,671-79.5% |
| Participant deferral / active EE | $1,183 | $2,999-60.6% | $3,833-69.1% | $4,126-71.3% |
| Admin fee / account holder | $8,509 | $4,778+78.1% | $5,479+55.3% | $5,651+50.6% |