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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 | $42,941 | $54,541-21.3% | $78,778-45.5% | $70,126-38.8% |
| Participation rate | 34.5% | 60.8%-26.3pp | 69.2%-34.7pp | 69.5%-35.1pp |
| Annual return | 10.45% | 21.07%-10.6pp | 35.62%-25.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $200 | $1,089-81.7% | $1,986-89.9% | $2,343-91.5% |
| Participant deferral / active EE | $1,142 | $2,210-48.3% | $2,958-61.4% | $3,332-65.7% |
| Admin fee / account holder | $397 | $3,709-89.3% | $5,134-92.3% | $4,645-91.4% |