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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 | $44,968 | $101,618-55.7% | $93,063-51.7% | $137,256-67.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 10.20% | 223.95%-213.8pp | 34.15%-24.0pp | 220.34%-210.1pp |
| Employer contribution / active EE | $901 | $2,707-66.7% | $2,476-63.6% | $4,156-78.3% |
| Participant deferral / active EE | $1,079 | $4,279-74.8% | $3,958-72.7% | $6,407-83.2% |
| Admin fee / account holder | $326 | $6,198-94.7% | $6,033-94.6% | $12,270-97.3% |