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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 | $43,363 | $47,479-8.7% | $62,929-31.1% | $82,448-47.4% |
| Participation rate | 46.4% | 66.9%-20.5pp | 73.1%-26.7pp | 68.1%-21.7pp |
| Annual return | 6.10% | 20.34%-14.2pp | 1063.93%-1057.8pp | 41.64%-35.5pp |
| Employer contribution / active EE | $487 | $1,885-74.2% | $2,505-80.5% | $2,551-80.9% |
| Participant deferral / active EE | $974 | $2,870-66.1% | $3,888-75.0% | $4,139-76.5% |
| Admin fee / account holder | $1,893 | $3,804-50.2% | $5,065-62.6% | $7,234-73.8% |