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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 | $39,575 | $69,977-43.4% | $108,582-63.6% | $62,881-37.1% |
| Participation rate | 45.7% | 72.9%-27.2pp | 79.6%-33.9pp | 69.3%-23.6pp |
| Annual return | 4.59% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,085 | $2,135-49.2% | $3,758-71.1% | $2,281-52.4% |
| Participant deferral / active EE | $2,175 | $3,165-31.3% | $4,311-49.6% | $3,203-32.1% |
| Admin fee / account holder | $777 | $5,076-84.7% | $7,645-89.8% | $4,296-81.9% |