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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 | $41,742 | $66,402-37.1% | $109,895-62.0% | $85,856-51.4% |
| Participation rate | 53.8% | 63.9%-10.0pp | 74.2%-20.4pp | 69.3%-15.5pp |
| Annual return | 7.53% | 19.59%-12.1pp | 29.46%-21.9pp | 318.58%-311.1pp |
| Employer contribution / active EE | $508 | $1,687-69.9% | $2,843-82.1% | $2,565-80.2% |
| Participant deferral / active EE | $2,031 | $2,842-28.5% | $4,049-49.8% | $3,952-48.6% |
| Admin fee / account holder | $817 | $4,557-82.1% | $6,067-86.5% | $6,261-86.9% |