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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 | $42,451 | $52,580-19.3% | $71,671-40.8% | $70,126-39.5% |
| Participation rate | 42.9% | 60.9%-18.0pp | 68.7%-25.9pp | 69.5%-26.7pp |
| Annual return | 11.22% | 20.25%-9.0pp | 20.65%-9.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $273 | $1,616-83.1% | $2,460-88.9% | $2,343-88.4% |
| Participant deferral / active EE | $1,544 | $2,386-35.3% | $3,438-55.1% | $3,332-53.7% |
| Admin fee / account holder | $5,431 | $3,653+48.7% | $5,558-2.3% | $4,645+16.9% |