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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 | $43,260 | $55,889-22.6% | $76,119-43.2% | $80,935-46.6% |
| Participation rate | 48.4% | 62.1%-13.6pp | 69.1%-20.6pp | 67.7%-19.2pp |
| Annual return | 8.49% | 20.58%-12.1pp | 361.25%-352.8pp | 35.66%-27.2pp |
| Employer contribution / active EE | $840 | $1,866-55.0% | $2,693-68.8% | $2,757-69.5% |
| Participant deferral / active EE | $2,055 | $3,051-32.6% | $4,259-51.7% | $4,299-52.2% |
| Admin fee / account holder | $2,196 | $5,241-58.1% | $6,421-65.8% | $6,924-68.3% |