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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 | $44,171 | $60,442-26.9% | $96,754-54.3% | $87,485-49.5% |
| Participation rate | 17.1% | 58.7%-41.6pp | 70.3%-53.1pp | 68.9%-51.8pp |
| Annual return | 11.43% | 21.97%-10.5pp | 82.04%-70.6pp | 26.06%-14.6pp |
| Employer contribution / active EE | $381 | $1,691-77.5% | $2,679-85.8% | $2,596-85.3% |
| Participant deferral / active EE | $1,119 | $3,280-65.9% | $4,758-76.5% | $4,274-73.8% |
| Admin fee / account holder | $12,418 | $5,069+145.0% | $8,905+39.4% | $7,775+59.7% |