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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 | $44,836 | $47,105-4.8% | $68,368-34.4% | $67,986-34.1% |
| Participation rate | 26.6% | 51.8%-25.2pp | 73.8%-47.2pp | 57.2%-30.6pp |
| Annual return | 12.13% | 48.37%-36.2pp | 292.57%-280.4pp | 31.67%-19.5pp |
| Employer contribution / active EE | $330 | $1,859-82.2% | $2,649-87.5% | $2,019-83.6% |
| Participant deferral / active EE | $712 | $2,374-70.0% | $4,123-82.7% | $3,358-78.8% |
| Admin fee / account holder | $1,212 | $2,435-50.2% | $5,150-76.5% | $3,203-62.2% |