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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 | $43,559 | $52,580-17.2% | $71,671-39.2% | $70,124-37.9% |
| Participation rate | 40.5% | 60.9%-20.4pp | 68.7%-28.3pp | 69.5%-29.1pp |
| Annual return | 6.37% | 20.25%-13.9pp | 20.65%-14.3pp | 73.14%-66.8pp |
| Employer contribution / active EE | $295 | $1,616-81.8% | $2,460-88.0% | $2,342-87.4% |
| Participant deferral / active EE | $1,250 | $2,386-47.6% | $3,438-63.6% | $3,332-62.5% |
| Admin fee / account holder | $5,810 | $3,653+59.1% | $5,558+4.5% | $4,645+25.1% |