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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 | $49,903 | $86,949-42.6% | $102,460-51.3% | $80,959-38.4% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.7%-13.0pp |
| Annual return | 8.93% | 18.89%-10.0pp | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $812 | $2,370-65.7% | $3,025-73.2% | $2,757-70.6% |
| Participant deferral / active EE | $2,338 | $4,121-43.3% | $5,056-53.8% | $4,300-45.6% |
| Admin fee / account holder | $23,595 | $8,048+193.2% | $9,460+149.4% | $6,925+240.7% |