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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 | $40,500 | $52,279-22.5% | $89,414-54.7% | $79,852-49.3% |
| Participation rate | 23.6% | 57.5%-33.9pp | 68.0%-44.4pp | 69.6%-46.0pp |
| Annual return | 8.54% | 22.16%-13.6pp | 245.50%-237.0pp | 31.72%-23.2pp |
| Employer contribution / active EE | $279 | $1,572-82.3% | $2,586-89.2% | $2,471-88.7% |
| Participant deferral / active EE | $832 | $2,740-69.6% | $3,890-78.6% | $3,740-77.8% |
| Admin fee / account holder | $2,463 | $3,356-26.6% | $4,883-49.6% | $5,306-53.6% |