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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 | $40,941 | $41,377-1.1% | $109,313-62.5% | $62,881-34.9% |
| Participation rate | 57.7% | 57.5%+0.2pp | 71.3%-13.6pp | 69.3%-11.6pp |
| Annual return | -0.35% | 11.05%-11.4pp | 22.07%-22.4pp | 20.14%-20.5pp |
| Employer contribution / active EE | $660 | $1,276-48.3% | $3,892-83.0% | $2,281-71.1% |
| Participant deferral / active EE | $1,894 | $2,045-7.4% | $3,166-40.2% | $3,203-40.9% |
| Admin fee / account holder | $11,047 | $2,884+283.1% | $5,666+95.0% | $4,296+157.2% |