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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 | $43,419 | $63,703-31.8% | $93,063-53.3% | $82,448-47.3% |
| Participation rate | 38.1% | 63.8%-25.7pp | 72.1%-34.0pp | 68.1%-29.9pp |
| Annual return | 12.91% | -775.43%+788.3pp | 34.15%-21.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $482 | $1,729-72.1% | $2,476-80.5% | $2,551-81.1% |
| Participant deferral / active EE | $2,635 | $2,919-9.7% | $3,958-33.4% | $4,139-36.4% |
| Admin fee / account holder | $5,476 | $5,982-8.5% | $6,033-9.2% | $7,234-24.3% |