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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 | $41,658 | $71,215-41.5% | $93,696-55.5% | $80,935-48.5% |
| Participation rate | 36.4% | 60.4%-24.0pp | 68.7%-32.4pp | 67.7%-31.3pp |
| Annual return | 9.87% | 11.27%-1.4pp | 133.74%-123.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $597 | $1,565-61.8% | $2,422-75.3% | $2,757-78.3% |
| Participant deferral / active EE | $2,413 | $4,037-40.2% | $4,417-45.4% | $4,299-43.9% |
| Admin fee / account holder | $1,142 | $6,958-83.6% | $8,287-86.2% | $6,924-83.5% |