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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 | $40,850 | $71,215-42.6% | $93,696-56.4% | $80,935-49.5% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.7%-28.4pp |
| Annual return | 7.70% | 11.27%-3.6pp | 133.74%-126.0pp | 35.66%-28.0pp |
| Employer contribution / active EE | $476 | $1,565-69.6% | $2,422-80.4% | $2,757-82.7% |
| Participant deferral / active EE | $3,538 | $4,037-12.4% | $4,417-19.9% | $4,299-17.7% |
| Admin fee / account holder | $1,679 | $6,958-75.9% | $8,287-79.7% | $6,924-75.8% |