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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 | $39,059 | $65,395-40.3% | $182,540-78.6% | $72,975-46.5% |
| Participation rate | 48.9% | 65.4%-16.6pp | 78.0%-29.1pp | 69.5%-20.6pp |
| Annual return | 17.39% | 27.68%-10.3pp | 148.58%-131.2pp | 81.01%-63.6pp |
| Employer contribution / active EE | $624 | $1,911-67.4% | $4,076-84.7% | $2,440-74.4% |
| Participant deferral / active EE | $1,287 | $3,563-63.9% | $5,525-76.7% | $3,608-64.3% |
| Admin fee / account holder | $1,023 | $4,245-75.9% | $8,593-88.1% | $5,124-80.0% |