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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 | $43,108 | $69,977-38.4% | $108,582-60.3% | $62,881-31.4% |
| Participation rate | 57.1% | 72.9%-15.8pp | 79.6%-22.4pp | 69.3%-12.2pp |
| Annual return | 2.17% | 10.73%-8.6pp | -51.70%+53.9pp | 20.14%-18.0pp |
| Employer contribution / active EE | $826 | $2,135-61.3% | $3,758-78.0% | $2,281-63.8% |
| Participant deferral / active EE | $2,188 | $3,165-30.9% | $4,311-49.2% | $3,203-31.7% |
| Admin fee / account holder | $3,777 | $5,076-25.6% | $7,645-50.6% | $4,296-12.1% |