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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 | $43,487 | $95,415-54.4% | $185,851-76.6% | $85,851-49.3% |
| Participation rate | 67.7% | 68.8%-1.0pp | 81.7%-14.0pp | 69.3%-1.6pp |
| Annual return | 9.37% | 23.59%-14.2pp | 122.11%-112.7pp | 318.63%-309.3pp |
| Employer contribution / active EE | $571 | $3,314-82.8% | $5,168-88.9% | $2,565-77.7% |
| Participant deferral / active EE | $1,324 | $3,424-61.3% | $5,569-76.2% | $3,952-66.5% |
| Admin fee / account holder | $1,126 | $7,215-84.4% | $16,245-93.1% | $6,261-82.0% |