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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 | $40,272 | $86,050-53.2% | $189,758-78.8% | $94,015-57.2% |
| Participation rate | 28.9% | 68.9%-40.0pp | 79.8%-50.9pp | 70.8%-41.9pp |
| Annual return | 9.68% | 17.77%-8.1pp | 52.62%-42.9pp | 17.84%-8.2pp |
| Employer contribution / active EE | $1,629 | $2,819-42.2% | $4,767-65.8% | $2,790-41.6% |
| Participant deferral / active EE | $2,350 | $3,349-29.8% | $5,856-59.9% | $4,249-44.7% |
| Admin fee / account holder | $18,071 | $6,627+172.7% | $20,388-11.4% | $8,951+101.9% |