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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 | $41,687 | $47,944-13.0% | $67,834-38.5% | $62,881-33.7% |
| Participation rate | 40.9% | 61.1%-20.2pp | 68.8%-27.9pp | 69.3%-28.4pp |
| Annual return | 3.60% | 11.77%-8.2pp | 138.47%-134.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $531 | $1,562-66.0% | $2,403-77.9% | $2,281-76.7% |
| Participant deferral / active EE | $1,506 | $2,247-33.0% | $3,160-52.3% | $3,203-53.0% |
| Admin fee / account holder | $1,391 | $3,712-62.5% | $4,622-69.9% | $4,296-67.6% |