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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 | $40,910 | $78,425-47.8% | $95,956-57.4% | $79,858-48.8% |
| Participation rate | 55.3% | 73.5%-18.2pp | 77.1%-21.8pp | 69.6%-14.3pp |
| Annual return | 8.71% | 19.37%-10.7pp | 91.63%-82.9pp | 31.72%-23.0pp |
| Employer contribution / active EE | $687 | $1,945-64.7% | $2,541-73.0% | $2,471-72.2% |
| Participant deferral / active EE | $1,813 | $3,440-47.3% | $4,167-56.5% | $3,740-51.5% |
| Admin fee / account holder | $3,475 | $5,622-38.2% | $6,797-48.9% | $5,306-34.5% |