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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 | $75,541-45.6% | $152,093-73.0% | $82,637-50.3% |
| Participation rate | 35.6% | 66.5%-31.0pp | 77.8%-42.2pp | 68.1%-32.5pp |
| Annual return | 8.48% | 32.56%-24.1pp | 66.36%-57.9pp | 53.51%-45.0pp |
| Employer contribution / active EE | $604 | $2,622-77.0% | $4,175-85.5% | $2,552-76.3% |
| Participant deferral / active EE | $998 | $3,206-68.9% | $5,451-81.7% | $4,126-75.8% |
| Admin fee / account holder | $3,556 | $6,405-44.5% | $14,497-75.5% | $7,339-51.5% |