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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 | $39,229 | $55,902-29.8% | $76,030-48.4% | $80,959-51.5% |
| Participation rate | 50.9% | 62.1%-11.2pp | 69.1%-18.2pp | 67.7%-16.8pp |
| Annual return | 8.55% | 20.59%-12.0pp | 361.54%-353.0pp | 35.67%-27.1pp |
| Employer contribution / active EE | $839 | $1,867-55.0% | $2,688-68.8% | $2,757-69.6% |
| Participant deferral / active EE | $1,306 | $3,051-57.2% | $4,257-69.3% | $4,300-69.6% |
| Admin fee / account holder | $2,434 | $5,239-53.5% | $6,421-62.1% | $6,925-64.9% |