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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 | $43,699 | $103,387-57.7% | $87,102-49.8% | $152,885-71.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 10.30% | 28.10%-17.8pp | 28.19%-17.9pp | 345.39%-335.1pp |
| Employer contribution / active EE | $780 | $3,221-75.8% | $2,521-69.1% | $4,763-83.6% |
| Participant deferral / active EE | $2,150 | $4,778-55.0% | $4,048-46.9% | $5,851-63.3% |
| Admin fee / account holder | $808 | $12,193-93.4% | $7,491-89.2% | $11,598-93.0% |