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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 | $44,417 | $97,125-54.3% | $86,233-48.5% | $137,256-67.6% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.0%-50.8pp | 80.0%-61.8pp |
| Annual return | 4.57% | 74.19%-69.6pp | 61.39%-56.8pp | 220.34%-215.8pp |
| Employer contribution / active EE | $554 | $2,841-80.5% | $2,504-77.9% | $4,156-86.7% |
| Participant deferral / active EE | $2,639 | $5,180-49.0% | $4,559-42.1% | $6,407-58.8% |
| Admin fee / account holder | $4,969 | $9,725-48.9% | $8,342-40.4% | $12,270-59.5% |