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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 | $42,149 | $98,760-57.3% | $149,715-71.8% | $79,858-47.2% |
| Participation rate | 45.8% | 75.8%-29.9pp | 82.5%-36.6pp | 69.6%-23.8pp |
| Annual return | 11.27% | 27.43%-16.2pp | 276.66%-265.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $796 | $3,217-75.3% | $4,645-82.9% | $2,471-67.8% |
| Participant deferral / active EE | $3,564 | $5,681-37.3% | $6,842-47.9% | $3,740-4.7% |
| Admin fee / account holder | $9,866 | $6,053+63.0% | $9,310+6.0% | $5,306+85.9% |