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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 | $39,874 | $84,236-52.7% | $170,435-76.6% | $70,126-43.1% |
| Participation rate | 61.5% | 70.8%-9.3pp | 83.6%-22.1pp | 69.5%-8.0pp |
| Annual return | 9.38% | 23.06%-13.7pp | 205.94%-196.6pp | 73.15%-63.8pp |
| Employer contribution / active EE | $942 | $3,387-72.2% | $5,432-82.7% | $2,343-59.8% |
| Participant deferral / active EE | $1,523 | $3,086-50.6% | $4,939-69.2% | $3,332-54.3% |
| Admin fee / account holder | $580 | $5,698-89.8% | $13,881-95.8% | $4,645-87.5% |