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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 | $44,298 | $76,407-42.0% | $150,298-70.5% | $82,448-46.3% |
| Participation rate | 42.9% | 66.4%-23.5pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 12.70% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $588 | $2,614-77.5% | $4,154-85.8% | $2,551-76.9% |
| Participant deferral / active EE | $2,085 | $3,214-35.1% | $5,453-61.8% | $4,139-49.6% |
| Admin fee / account holder | $4,377 | $6,352-31.1% | $14,116-69.0% | $7,234-39.5% |