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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 | $39,078 | $91,198-57.1% | $178,503-78.1% | $79,856-51.1% |
| Participation rate | 67.1% | 69.2%-2.1pp | 81.9%-14.9pp | 69.6%-2.6pp |
| Annual return | 4.10% | 24.20%-20.1pp | 151.12%-147.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $763 | $3,257-76.6% | $5,011-84.8% | $2,471-69.1% |
| Participant deferral / active EE | $1,323 | $3,237-59.1% | $5,202-74.6% | $3,741-64.6% |
| Admin fee / account holder | $6,733 | $6,748-0.2% | $13,987-51.9% | $5,306+26.9% |