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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 | $39,811 | $65,395-39.1% | $182,540-78.2% | $72,975-45.4% |
| Participation rate | 63.0% | 65.4%-2.4pp | 78.0%-14.9pp | 69.5%-6.4pp |
| Annual return | 16.62% | 27.68%-11.1pp | 148.58%-132.0pp | 81.01%-64.4pp |
| Employer contribution / active EE | $652 | $1,911-65.9% | $4,076-84.0% | $2,440-73.3% |
| Participant deferral / active EE | $1,985 | $3,563-44.3% | $5,525-64.1% | $3,608-45.0% |
| Admin fee / account holder | $816 | $4,245-80.8% | $8,593-90.5% | $5,124-84.1% |