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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 | $43,647 | $77,901-44.0% | $149,717-70.8% | $75,181-41.9% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 12.70% | 31.73%-19.0pp | 134.41%-121.7pp | 160.69%-148.0pp |
| Employer contribution / active EE | $443 | $3,137-85.9% | $4,820-90.8% | $2,671-83.4% |
| Participant deferral / active EE | $2,039 | $3,411-40.2% | $5,682-64.1% | $4,126-50.6% |
| Admin fee / account holder | $9,139 | $5,949+53.6% | $13,213-30.8% | $5,650+61.7% |