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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 | $38,456 | $58,828-34.6% | $78,002-50.7% | $62,881-38.8% |
| Participation rate | 44.0% | 71.1%-27.1pp | 75.5%-31.5pp | 69.3%-25.3pp |
| Annual return | 4.47% | 17.16%-12.7pp | 425.99%-421.5pp | 20.14%-15.7pp |
| Employer contribution / active EE | $651 | $1,672-61.0% | $2,470-73.6% | $2,281-71.4% |
| Participant deferral / active EE | $1,702 | $2,686-36.6% | $3,497-51.3% | $3,203-46.9% |
| Admin fee / account holder | $320 | $4,393-92.7% | $5,481-94.2% | $4,296-92.6% |