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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 | $44,526 | $107,368-58.5% | $92,915-52.1% | $152,909-70.9% |
| Participation rate | 21.1% | 79.8%-58.7pp | 76.0%-55.0pp | 82.5%-61.4pp |
| Annual return | 9.87% | 145.64%-135.8pp | 109.45%-99.6pp | 345.46%-335.6pp |
| Employer contribution / active EE | $828 | $4,222-80.4% | $3,653-77.3% | $4,764-82.6% |
| Participant deferral / active EE | $2,168 | $4,848-55.3% | $4,238-48.8% | $5,851-62.9% |
| Admin fee / account holder | $674 | $7,082-90.5% | $5,796-88.4% | $11,601-94.2% |