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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 | $43,413 | $77,920-44.3% | $149,723-71.0% | $75,177-42.3% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 6.74% | 31.72%-25.0pp | 134.50%-127.8pp | 160.75%-154.0pp |
| Employer contribution / active EE | $752 | $3,138-76.1% | $4,821-84.4% | $2,671-71.9% |
| Participant deferral / active EE | $1,254 | $3,411-63.2% | $5,682-77.9% | $4,126-69.6% |
| Admin fee / account holder | $10,454 | $5,951+75.7% | $13,215-20.9% | $5,651+85.0% |