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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 | $43,919 | $47,944-8.4% | $67,834-35.3% | $62,881-30.2% |
| Participation rate | 57.7% | 61.1%-3.4pp | 68.8%-11.1pp | 69.3%-11.6pp |
| Annual return | 3.37% | 11.77%-8.4pp | 138.47%-135.1pp | 20.14%-16.8pp |
| Employer contribution / active EE | $627 | $1,562-59.9% | $2,403-73.9% | $2,281-72.5% |
| Participant deferral / active EE | $993 | $2,247-55.8% | $3,160-68.6% | $3,203-69.0% |
| Admin fee / account holder | $887 | $3,712-76.1% | $4,622-80.8% | $4,296-79.4% |