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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 | $42,389 | $36,948+14.7% | $73,658-42.5% | $87,485-51.5% |
| Participation rate | 4.3% | 46.8%-42.6pp | 57.0%-52.8pp | 68.9%-64.7pp |
| Annual return | 13.34% | 28.64%-15.3pp | 29.72%-16.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $166 | $670-75.3% | $1,032-84.0% | $2,596-93.6% |
| Participant deferral / active EE | $434 | $1,379-68.5% | $2,062-79.0% | $4,274-89.8% |
| Admin fee / account holder | $5,118 | $2,531+102.2% | $3,357+52.5% | $7,775-34.2% |