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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 | $46,250 | $81,208-43.0% | $98,920-53.2% | $79,856-42.1% |
| Participation rate | 46.3% | 72.5%-26.2pp | 76.0%-29.7pp | 69.6%-23.3pp |
| Annual return | 2.07% | 60.99%-58.9pp | 196.47%-194.4pp | 31.71%-29.6pp |
| Employer contribution / active EE | $928 | $1,960-52.7% | $2,689-65.5% | $2,471-62.5% |
| Participant deferral / active EE | $2,689 | $3,265-17.6% | $4,245-36.7% | $3,741-28.1% |
| Admin fee / account holder | $526 | $6,013-91.3% | $6,643-92.1% | $5,306-90.1% |