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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 | $43,666 | $78,690-44.5% | $161,489-73.0% | $87,485-50.1% |
| Participation rate | 15.9% | 67.5%-51.6pp | 78.7%-62.8pp | 68.9%-53.0pp |
| Annual return | 10.63% | 32.74%-22.1pp | 89.72%-79.1pp | 26.06%-15.4pp |
| Employer contribution / active EE | $425 | $2,588-83.6% | $4,268-90.1% | $2,596-83.6% |
| Participant deferral / active EE | $981 | $3,311-70.4% | $5,630-82.6% | $4,274-77.0% |
| Admin fee / account holder | $501 | $6,724-92.6% | $16,006-96.9% | $7,775-93.6% |