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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 | $50,554-14.2% | $67,681-35.9% | $87,485-50.4% |
| Participation rate | 46.4% | 67.7%-21.3pp | 73.7%-27.4pp | 68.9%-22.6pp |
| Annual return | 6.10% | 17.81%-11.7pp | 590.58%-584.5pp | 26.06%-20.0pp |
| Employer contribution / active EE | $487 | $1,988-75.5% | $2,678-81.8% | $2,596-81.2% |
| Participant deferral / active EE | $974 | $2,961-67.1% | $3,976-75.5% | $4,274-77.2% |
| Admin fee / account holder | $1,893 | $4,132-54.2% | $6,100-69.0% | $7,775-75.7% |