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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 | $41,261 | $90,400-54.4% | $186,193-77.8% | $87,485-52.8% |
| Participation rate | 47.4% | 66.2%-18.8pp | 77.1%-29.7pp | 68.9%-21.5pp |
| Annual return | 10.56% | 22.15%-11.6pp | 78.03%-67.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $527 | $2,170-75.7% | $3,918-86.6% | $2,596-79.7% |
| Participant deferral / active EE | $1,865 | $4,330-56.9% | $6,513-71.4% | $4,274-56.4% |
| Admin fee / account holder | $10,796 | $8,673+24.5% | $11,058-2.4% | $7,775+38.9% |