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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 | $43,225 | $110,240-60.8% | $96,544-55.2% | $139,487-69.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 7.30% | 26.41%-19.1pp | 25.88%-18.6pp | 373.84%-366.5pp |
| Employer contribution / active EE | $821 | $3,622-77.3% | $2,966-72.3% | $4,755-82.7% |
| Participant deferral / active EE | $2,564 | $5,549-53.8% | $4,851-47.2% | $6,713-61.8% |
| Admin fee / account holder | $2,492 | $11,602-78.5% | $8,254-69.8% | $11,407-78.2% |