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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 | $43,593 | $45,343-3.9% | $150,298-71.0% | $67,986-35.9% |
| Participation rate | 14.5% | 51.9%-37.3pp | 77.8%-63.2pp | 57.2%-42.7pp |
| Annual return | 8.63% | 33.28%-24.6pp | 62.79%-54.2pp | 31.67%-23.0pp |
| Employer contribution / active EE | $248 | $1,462-83.0% | $4,154-94.0% | $2,019-87.7% |
| Participant deferral / active EE | $879 | $2,055-57.2% | $5,453-83.9% | $3,358-73.8% |
| Admin fee / account holder | $1,686 | $2,250-25.1% | $14,116-88.1% | $3,203-47.4% |