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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 | $45,880 | $53,837-14.8% | $75,714-39.4% | $85,847-46.6% |
| Participation rate | 28.6% | 69.1%-40.5pp | 74.8%-46.3pp | 69.3%-40.7pp |
| Annual return | 11.53% | 24.54%-13.0pp | 104.62%-93.1pp | 318.61%-307.1pp |
| Employer contribution / active EE | $705 | $2,017-65.1% | $2,744-74.3% | $2,565-72.5% |
| Participant deferral / active EE | $1,417 | $2,895-51.0% | $3,820-62.9% | $3,952-64.1% |
| Admin fee / account holder | $595 | $3,339-82.2% | $3,619-83.6% | $6,261-90.5% |