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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 | $46,778 | $77,814-39.9% | $158,223-70.4% | $86,983-46.2% |
| Participation rate | 23.8% | 68.4%-44.6pp | 79.2%-55.4pp | 69.5%-45.7pp |
| Annual return | 9.23% | 30.54%-21.3pp | 52.09%-42.9pp | 25.83%-16.6pp |
| Employer contribution / active EE | $398 | $2,592-84.6% | $4,109-90.3% | $2,584-84.6% |
| Participant deferral / active EE | $1,270 | $3,270-61.2% | $5,467-76.8% | $4,194-69.7% |
| Admin fee / account holder | $7,442 | $5,879+26.6% | $16,047-53.6% | $7,856-5.3% |