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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 | $43,120 | $102,385-57.9% | $147,080-70.7% | $80,935-46.7% |
| Participation rate | 42.3% | 75.9%-33.6pp | 82.2%-39.9pp | 67.7%-25.4pp |
| Annual return | 7.60% | 135.09%-127.5pp | 420.17%-412.6pp | 35.66%-28.1pp |
| Employer contribution / active EE | $1,509 | $3,717-59.4% | $4,933-69.4% | $2,757-45.3% |
| Participant deferral / active EE | $3,894 | $6,651-41.4% | $8,066-51.7% | $4,299-9.4% |
| Admin fee / account holder | $8,117 | $7,951+2.1% | $12,989-37.5% | $6,924+17.2% |