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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 | $60,711 | $77,908-22.1% | $149,696-59.4% | $75,173-19.2% |
| Participation rate | 42.2% | 65.6%-23.4pp | 78.8%-36.6pp | 67.2%-25.0pp |
| Annual return | 13.10% | 31.73%-18.6pp | 134.46%-121.4pp | 160.72%-147.6pp |
| Employer contribution / active EE | $488 | $3,138-84.4% | $4,821-89.9% | $2,671-81.7% |
| Participant deferral / active EE | $1,244 | $3,411-63.5% | $5,682-78.1% | $4,126-69.8% |
| Admin fee / account holder | $1,753 | $5,950-70.5% | $13,212-86.7% | $5,651-69.0% |