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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 | $77,814-43.9% | $158,223-72.4% | $86,983-49.8% |
| Participation rate | 15.9% | 68.4%-52.5pp | 79.2%-63.3pp | 69.5%-53.6pp |
| Annual return | 10.63% | 30.54%-19.9pp | 52.09%-41.5pp | 25.83%-15.2pp |
| Employer contribution / active EE | $425 | $2,592-83.6% | $4,109-89.7% | $2,584-83.6% |
| Participant deferral / active EE | $981 | $3,270-70.0% | $5,467-82.0% | $4,194-76.6% |
| Admin fee / account holder | $501 | $5,879-91.5% | $16,047-96.9% | $7,856-93.6% |