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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 | $41,394 | $77,638-46.7% | $156,551-73.6% | $62,881-34.2% |
| Participation rate | 60.6% | 71.2%-10.6pp | 84.0%-23.4pp | 69.3%-8.7pp |
| Annual return | 3.26% | 50.33%-47.1pp | 32.23%-29.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,321 | $3,444-61.6% | $5,501-76.0% | $2,281-42.1% |
| Participant deferral / active EE | $1,666 | $3,046-45.3% | $4,871-65.8% | $3,203-48.0% |
| Admin fee / account holder | $566 | $5,561-89.8% | $13,028-95.7% | $4,296-86.8% |