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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 | $41,195 | $64,920-36.5% | $103,693-60.3% | $86,983-52.6% |
| Participation rate | 27.8% | 63.6%-35.8pp | 72.6%-44.9pp | 69.5%-41.8pp |
| Annual return | 10.03% | 30.29%-20.3pp | 47.61%-37.6pp | 25.83%-15.8pp |
| Employer contribution / active EE | $242 | $2,141-88.7% | $2,920-91.7% | $2,584-90.6% |
| Participant deferral / active EE | $1,335 | $3,241-58.8% | $4,579-70.8% | $4,194-68.2% |
| Admin fee / account holder | $1,406 | $6,191-77.3% | $7,858-82.1% | $7,856-82.1% |