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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 | $40,298 | $52,836-23.7% | $105,736-61.9% | $64,173-37.2% |
| Participation rate | 44.9% | 66.5%-21.7pp | 76.3%-31.5pp | 69.6%-24.7pp |
| Annual return | -8.46% | 14.30%-22.8pp | 6.27%-14.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $653 | $1,827-64.2% | $3,268-80.0% | $2,381-72.6% |
| Participant deferral / active EE | $1,912 | $2,545-24.9% | $4,080-53.1% | $3,470-44.9% |
| Admin fee / account holder | $719 | $3,959-81.8% | $6,913-89.6% | $4,887-85.3% |