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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 | $39,860 | $71,215-44.0% | $93,696-57.5% | $80,935-50.8% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 9.03% | 11.27%-2.2pp | 133.74%-124.7pp | 35.66%-26.6pp |
| Employer contribution / active EE | $710 | $1,565-54.7% | $2,422-70.7% | $2,757-74.3% |
| Participant deferral / active EE | $1,795 | $4,037-55.5% | $4,417-59.4% | $4,299-58.2% |
| Admin fee / account holder | $1,441 | $6,958-79.3% | $8,287-82.6% | $6,924-79.2% |