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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 | $43,626 | $106,280-59.0% | $96,538-54.8% | $139,487-68.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 10.91% | 38.48%-27.6pp | 35.74%-24.8pp | 373.84%-362.9pp |
| Employer contribution / active EE | $3,535 | $4,107-13.9% | $3,740-5.5% | $4,755-25.6% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $452 | $7,888-94.3% | $6,737-93.3% | $11,407-96.0% |