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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 | $40,645 | $84,233-51.7% | $170,436-76.2% | $70,131-42.0% |
| Participation rate | 68.8% | 70.8%-2.1pp | 83.6%-14.8pp | 69.5%-0.8pp |
| Annual return | 9.16% | 23.06%-13.9pp | 205.94%-196.8pp | 73.14%-64.0pp |
| Employer contribution / active EE | $1,281 | $3,387-62.2% | $5,433-76.4% | $2,342-45.3% |
| Participant deferral / active EE | $1,661 | $3,086-46.2% | $4,939-66.4% | $3,332-50.2% |
| Admin fee / account holder | $8,969 | $5,698+57.4% | $13,880-35.4% | $4,645+93.1% |