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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 | $43,462 | $81,358-46.6% | $155,556-72.1% | $80,959-46.3% |
| Participation rate | 53.6% | 66.3%-12.7pp | 78.2%-24.7pp | 67.7%-14.1pp |
| Annual return | 10.47% | 33.39%-22.9pp | 64.84%-54.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $612 | $3,106-80.3% | $4,675-86.9% | $2,757-77.8% |
| Participant deferral / active EE | $2,132 | $3,455-38.3% | $5,631-62.1% | $4,300-50.4% |
| Admin fee / account holder | $22,918 | $7,994+186.7% | $15,885+44.3% | $6,925+230.9% |