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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 | $78,690-47.8% | $161,489-74.6% | $87,485-53.0% |
| Participation rate | 35.6% | 67.5%-31.9pp | 78.7%-43.1pp | 68.9%-33.4pp |
| Annual return | 8.48% | 32.74%-24.3pp | 89.72%-81.2pp | 26.06%-17.6pp |
| Employer contribution / active EE | $604 | $2,588-76.7% | $4,268-85.9% | $2,596-76.7% |
| Participant deferral / active EE | $998 | $3,311-69.8% | $5,630-82.3% | $4,274-76.6% |
| Admin fee / account holder | $3,556 | $6,724-47.1% | $16,006-77.8% | $7,775-54.3% |