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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 | $33,561 | $48,011-30.1% | $63,803-47.4% | $82,637-59.4% |
| Participation rate | 44.7% | 66.6%-21.9pp | 72.7%-28.0pp | 68.1%-23.4pp |
| Annual return | 7.85% | 19.84%-12.0pp | 543.72%-535.9pp | 53.51%-45.7pp |
| Employer contribution / active EE | $685 | $1,904-64.0% | $2,532-73.0% | $2,552-73.2% |
| Participant deferral / active EE | $1,694 | $2,846-40.5% | $3,843-55.9% | $4,126-58.9% |
| Admin fee / account holder | $1,576 | $3,873-59.3% | $5,196-69.7% | $7,339-78.5% |