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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 | $78,690-47.0% | $161,489-74.2% | $87,485-52.4% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 10.86% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.2pp |
| Employer contribution / active EE | $855 | $2,588-67.0% | $4,268-80.0% | $2,596-67.1% |
| Participant deferral / active EE | $1,109 | $3,311-66.5% | $5,630-80.3% | $4,274-74.0% |
| Admin fee / account holder | $3,524 | $6,724-47.6% | $16,006-78.0% | $7,775-54.7% |