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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 | $41,086 | $76,407-46.2% | $150,298-72.7% | $82,448-50.2% |
| Participation rate | 35.6% | 66.4%-30.8pp | 77.8%-42.2pp | 68.1%-32.5pp |
| Annual return | 8.48% | 39.99%-31.5pp | 62.79%-54.3pp | 41.64%-33.2pp |
| Employer contribution / active EE | $604 | $2,614-76.9% | $4,154-85.5% | $2,551-76.3% |
| Participant deferral / active EE | $998 | $3,214-68.9% | $5,453-81.7% | $4,139-75.9% |
| Admin fee / account holder | $3,556 | $6,352-44.0% | $14,116-74.8% | $7,234-50.8% |