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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 | $39,266 | $84,236-53.4% | $170,435-77.0% | $70,126-44.0% |
| Participation rate | 46.7% | 70.8%-24.2pp | 83.6%-36.9pp | 69.5%-22.9pp |
| Annual return | 10.61% | 23.06%-12.5pp | 205.94%-195.3pp | 73.15%-62.5pp |
| Employer contribution / active EE | $555 | $3,387-83.6% | $5,432-89.8% | $2,343-76.3% |
| Participant deferral / active EE | $1,632 | $3,086-47.1% | $4,939-67.0% | $3,332-51.0% |
| Admin fee / account holder | $9,246 | $5,698+62.3% | $13,881-33.4% | $4,645+99.0% |