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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 | $41,442 | $76,407-45.8% | $150,298-72.4% | $82,448-49.7% |
| Participation rate | 57.9% | 66.4%-8.5pp | 77.8%-19.9pp | 68.1%-10.2pp |
| Annual return | 11.37% | 39.99%-28.6pp | 62.79%-51.4pp | 41.64%-30.3pp |
| Employer contribution / active EE | $574 | $2,614-78.0% | $4,154-86.2% | $2,551-77.5% |
| Participant deferral / active EE | $1,672 | $3,214-48.0% | $5,453-69.3% | $4,139-59.6% |
| Admin fee / account holder | $7,224 | $6,352+13.7% | $14,116-48.8% | $7,234-0.1% |