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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 | $44,752 | $114,013-60.7% | $103,693-56.8% | $155,188-71.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 7.41% | 49.31%-41.9pp | 47.61%-40.2pp | 148.84%-141.4pp |
| Employer contribution / active EE | $748 | $3,131-76.1% | $2,920-74.4% | $4,248-82.4% |
| Participant deferral / active EE | $1,297 | $4,970-73.9% | $4,579-71.7% | $6,531-80.1% |
| Admin fee / account holder | $3,844 | $8,407-54.3% | $7,858-51.1% | $14,480-73.5% |