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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 | $40,537 | $97,550-58.4% | $120,344-66.3% | $87,485-53.7% |
| Participation rate | 56.5% | 72.8%-16.4pp | 76.7%-20.3pp | 68.9%-12.5pp |
| Annual return | 9.74% | 18.41%-8.7pp | 20.30%-10.6pp | 26.06%-16.3pp |
| Employer contribution / active EE | $943 | $2,291-58.8% | $3,020-68.8% | $2,596-63.7% |
| Participant deferral / active EE | $2,122 | $4,230-49.8% | $5,135-58.7% | $4,274-50.3% |
| Admin fee / account holder | $4,214 | $9,543-55.8% | $12,742-66.9% | $7,775-45.8% |