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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 | $44,838 | $51,638-13.2% | $68,368-34.4% | $82,448-45.6% |
| Participation rate | 32.4% | 63.6%-31.3pp | 73.8%-41.4pp | 68.1%-35.7pp |
| Annual return | 8.53% | 37.53%-29.0pp | 292.57%-284.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $437 | $2,047-78.6% | $2,649-83.5% | $2,551-82.9% |
| Participant deferral / active EE | $1,218 | $2,914-58.2% | $4,123-70.5% | $4,139-70.6% |
| Admin fee / account holder | $4,127 | $4,643-11.1% | $5,150-19.9% | $7,234-43.0% |