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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 | $42,956 | $55,889-23.1% | $76,119-43.6% | $80,935-46.9% |
| Participation rate | 2.3% | 62.1%-59.7pp | 69.1%-66.7pp | 67.7%-65.3pp |
| Annual return | 10.02% | 20.58%-10.6pp | 361.25%-351.2pp | 35.66%-25.6pp |
| Employer contribution / active EE | $521 | $1,866-72.1% | $2,693-80.6% | $2,757-81.1% |
| Participant deferral / active EE | $1,776 | $3,051-41.8% | $4,259-58.3% | $4,299-58.7% |
| Admin fee / account holder | $4,810 | $5,241-8.2% | $6,421-25.1% | $6,924-30.5% |