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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 | $41,670 | $76,407-45.5% | $150,298-72.3% | $82,448-49.5% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 10.86% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $855 | $2,614-67.3% | $4,154-79.4% | $2,551-66.5% |
| Participant deferral / active EE | $1,109 | $3,214-65.5% | $5,453-79.7% | $4,139-73.2% |
| Admin fee / account holder | $3,524 | $6,352-44.5% | $14,116-75.0% | $7,234-51.3% |