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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 | $41,289 | $78,423-47.4% | $95,964-57.0% | $79,856-48.3% |
| Participation rate | 35.4% | 73.5%-38.1pp | 77.1%-41.7pp | 69.6%-34.2pp |
| Annual return | 7.42% | 19.37%-12.0pp | 91.64%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $524 | $1,945-73.0% | $2,541-79.4% | $2,471-78.8% |
| Participant deferral / active EE | $1,843 | $3,440-46.4% | $4,167-55.8% | $3,741-50.7% |
| Admin fee / account holder | $5,466 | $5,622-2.8% | $6,797-19.6% | $5,306+3.0% |