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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 | $61,125-26.6% | $94,057-52.3% | $87,485-48.7% |
| Participation rate | 32.4% | 64.1%-31.7pp | 73.3%-41.0pp | 68.9%-36.6pp |
| Annual return | 8.53% | 35.20%-26.7pp | 480.62%-472.1pp | 26.06%-17.5pp |
| Employer contribution / active EE | $437 | $2,136-79.5% | $2,933-85.1% | $2,596-83.2% |
| Participant deferral / active EE | $1,218 | $3,260-62.6% | $4,709-74.1% | $4,274-71.5% |
| Admin fee / account holder | $4,127 | $5,629-26.7% | $7,244-43.0% | $7,775-46.9% |