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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 | $44,296 | $76,407-42.0% | $150,298-70.5% | $82,448-46.3% |
| Participation rate | 35.9% | 66.4%-30.5pp | 77.8%-41.9pp | 68.1%-32.2pp |
| Annual return | 9.04% | 39.99%-31.0pp | 62.79%-53.7pp | 41.64%-32.6pp |
| Employer contribution / active EE | $732 | $2,614-72.0% | $4,154-82.4% | $2,551-71.3% |
| Participant deferral / active EE | $966 | $3,214-69.9% | $5,453-82.3% | $4,139-76.7% |
| Admin fee / account holder | $1,113 | $6,352-82.5% | $14,116-92.1% | $7,234-84.6% |