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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 | $45,828 | $77,901-41.2% | $149,717-69.4% | $75,181-39.0% |
| Participation rate | 31.7% | 65.6%-33.9pp | 78.8%-47.1pp | 67.2%-35.5pp |
| Annual return | 11.53% | 31.73%-20.2pp | 134.41%-122.9pp | 160.69%-149.2pp |
| Employer contribution / active EE | $477 | $3,137-84.8% | $4,820-90.1% | $2,671-82.1% |
| Participant deferral / active EE | $936 | $3,411-72.6% | $5,682-83.5% | $4,126-77.3% |
| Admin fee / account holder | $1,161 | $5,949-80.5% | $13,213-91.2% | $5,650-79.5% |