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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 | $41,308 | $45,266-8.7% | $103,693-60.2% | $65,306-36.7% |
| Participation rate | 44.3% | 53.3%-9.0pp | 72.6%-28.3pp | 57.7%-13.4pp |
| Annual return | 10.77% | 25.10%-14.3pp | 47.61%-36.8pp | 21.94%-11.2pp |
| Employer contribution / active EE | $552 | $1,765-68.7% | $2,920-81.1% | $1,967-72.0% |
| Participant deferral / active EE | $1,532 | $2,099-27.0% | $4,579-66.5% | $2,959-48.2% |
| Admin fee / account holder | $12,873 | $3,221+299.6% | $7,858+63.8% | $3,480+269.9% |