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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 | $43,675 | $56,054-22.1% | $171,082-74.5% | $62,881-30.5% |
| Participation rate | 42.1% | 62.9%-20.8pp | 76.7%-34.6pp | 69.3%-27.2pp |
| Annual return | 4.64% | 22.52%-17.9pp | 32.56%-27.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $793 | $1,731-54.2% | $4,002-80.2% | $2,281-65.3% |
| Participant deferral / active EE | $1,804 | $3,158-42.9% | $4,797-62.4% | $3,203-43.7% |
| Admin fee / account holder | $558 | $3,647-84.7% | $8,520-93.4% | $4,296-87.0% |