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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 | $45,721 | $67,411-32.2% | $91,004-49.8% | $70,126-34.8% |
| Participation rate | 37.9% | 71.4%-33.4pp | 75.6%-37.7pp | 69.5%-31.6pp |
| Annual return | 10.88% | -40.16%+51.0pp | 4.60%+6.3pp | 73.15%-62.3pp |
| Employer contribution / active EE | $619 | $1,786-65.4% | $2,456-74.8% | $2,343-73.6% |
| Participant deferral / active EE | $1,237 | $2,823-56.2% | $3,548-65.1% | $3,332-62.9% |
| Admin fee / account holder | $513 | $4,236-87.9% | $5,417-90.5% | $4,645-89.0% |