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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 | $46,166 | $113,338-59.3% | $94,993-51.4% | $147,585-68.7% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 1.88% | 20.80%-18.9pp | 27.14%-25.3pp | 578.58%-576.7pp |
| Employer contribution / active EE | $599 | $3,160-81.0% | $2,603-77.0% | $4,876-87.7% |
| Participant deferral / active EE | $1,932 | $3,777-48.8% | $3,317-41.7% | $5,439-64.5% |
| Admin fee / account holder | $2,785 | $6,063-54.1% | $4,960-43.9% | $10,886-74.4% |