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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 | $42,996 | $89,259-51.8% | $107,187-59.9% | $82,637-48.0% |
| Participation rate | 34.2% | 67.9%-33.7pp | 75.0%-40.8pp | 68.1%-33.8pp |
| Annual return | 12.25% | 21.02%-8.8pp | 204.55%-192.3pp | 53.51%-41.3pp |
| Employer contribution / active EE | $909 | $3,080-70.5% | $3,782-76.0% | $2,552-64.4% |
| Participant deferral / active EE | $1,914 | $4,037-52.6% | $5,096-62.4% | $4,126-53.6% |
| Admin fee / account holder | $4,662 | $7,381-36.8% | $9,162-49.1% | $7,339-36.5% |