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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 | $43,140 | $105,623-59.2% | $87,502-50.7% | $273,972-84.3% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | -0.02% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $839 | $3,141-73.3% | $2,550-67.1% | $4,869-82.8% |
| Participant deferral / active EE | $1,202 | $3,601-66.6% | $3,149-61.8% | $5,287-77.3% |
| Admin fee / account holder | $1,841 | $4,781-61.5% | $4,221-56.4% | $10,133-81.8% |