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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 | $44,875 | $81,331-44.8% | $155,534-71.1% | $80,935-44.6% |
| Participation rate | 39.1% | 66.3%-27.1pp | 78.2%-39.1pp | 67.7%-28.5pp |
| Annual return | 10.10% | 33.37%-23.3pp | 64.92%-54.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $901 | $3,105-71.0% | $4,675-80.7% | $2,757-67.3% |
| Participant deferral / active EE | $1,876 | $3,454-45.7% | $5,630-66.7% | $4,299-56.4% |
| Admin fee / account holder | $2,699 | $7,999-66.3% | $15,900-83.0% | $6,924-61.0% |