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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 | $108,882-59.2% | $96,754-54.1% | $154,746-71.3% |
| Participation rate | 18.2% | 75.1%-56.9pp | 70.3%-52.1pp | 80.7%-62.5pp |
| Annual return | 4.57% | 98.39%-93.8pp | 82.04%-77.5pp | 172.34%-167.8pp |
| Employer contribution / active EE | $554 | $3,018-81.7% | $2,679-79.3% | $4,379-87.4% |
| Participant deferral / active EE | $2,639 | $5,323-50.4% | $4,758-44.5% | $6,730-60.8% |
| Admin fee / account holder | $4,969 | $10,200-51.3% | $8,905-44.2% | $14,365-65.4% |