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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 | $40,742 | $70,418-42.1% | $96,570-57.8% | $85,847-52.5% |
| Participation rate | 49.1% | 61.8%-12.7pp | 69.8%-20.7pp | 69.3%-20.2pp |
| Annual return | 9.03% | 18.59%-9.6pp | 37.79%-28.8pp | 318.61%-309.6pp |
| Employer contribution / active EE | $478 | $1,413-66.1% | $2,357-79.7% | $2,565-81.3% |
| Participant deferral / active EE | $2,052 | $2,894-29.1% | $3,849-46.7% | $3,952-48.1% |
| Admin fee / account holder | $316 | $4,995-93.7% | $6,182-94.9% | $6,261-95.0% |