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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 | $41,993 | $91,167-53.9% | $178,498-76.5% | $79,858-47.4% |
| Participation rate | 62.2% | 69.2%-7.0pp | 81.9%-19.8pp | 69.6%-7.5pp |
| Annual return | 1.81% | 24.19%-22.4pp | 151.09%-149.3pp | 31.72%-29.9pp |
| Employer contribution / active EE | $401 | $3,255-87.7% | $5,011-92.0% | $2,471-83.8% |
| Participant deferral / active EE | $2,136 | $3,236-34.0% | $5,202-58.9% | $3,740-42.9% |
| Admin fee / account holder | $337 | $6,747-95.0% | $13,985-97.6% | $5,306-93.7% |