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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 | $77,814-48.2% | $158,223-74.5% | $86,983-53.7% |
| Participation rate | 28.9% | 68.4%-39.5pp | 79.2%-50.3pp | 69.5%-40.7pp |
| Annual return | 9.68% | 30.54%-20.9pp | 52.09%-42.4pp | 25.83%-16.1pp |
| Employer contribution / active EE | $1,629 | $2,592-37.2% | $4,109-60.4% | $2,584-37.0% |
| Participant deferral / active EE | $2,350 | $3,270-28.1% | $5,467-57.0% | $4,194-44.0% |
| Admin fee / account holder | $18,071 | $5,879+207.4% | $16,047+12.6% | $7,856+130.0% |