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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 | $46,129 | $77,908-40.8% | $149,696-69.2% | $75,173-38.6% |
| Participation rate | 32.4% | 65.6%-33.1pp | 78.8%-46.3pp | 67.2%-34.8pp |
| Annual return | 12.61% | 31.73%-19.1pp | 134.46%-121.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $436 | $3,138-86.1% | $4,821-91.0% | $2,671-83.7% |
| Participant deferral / active EE | $1,292 | $3,411-62.1% | $5,682-77.3% | $4,126-68.7% |
| Admin fee / account holder | $1,643 | $5,950-72.4% | $13,212-87.6% | $5,651-70.9% |