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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 | $69,880 | $77,638-10.0% | $156,551-55.4% | $62,881+11.1% |
| Participation rate | 41.9% | 71.2%-29.3pp | 84.0%-42.1pp | 69.3%-27.4pp |
| Annual return | 4.28% | 50.33%-46.0pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $706 | $3,444-79.5% | $5,501-87.2% | $2,281-69.1% |
| Participant deferral / active EE | $1,467 | $3,046-51.8% | $4,871-69.9% | $3,203-54.2% |
| Admin fee / account holder | $985 | $5,561-82.3% | $13,028-92.4% | $4,296-77.1% |