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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 | $43,177 | $81,331-46.9% | $155,534-72.2% | $80,935-46.7% |
| Participation rate | 15.6% | 66.3%-50.6pp | 78.2%-62.6pp | 67.7%-52.0pp |
| Annual return | 10.19% | 33.37%-23.2pp | 64.92%-54.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $753 | $3,105-75.7% | $4,675-83.9% | $2,757-72.7% |
| Participant deferral / active EE | $1,322 | $3,454-61.7% | $5,630-76.5% | $4,299-69.3% |
| Admin fee / account holder | $15,913 | $7,999+98.9% | $15,900+0.1% | $6,924+129.8% |