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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 | $41,861 | $43,075-2.8% | $74,577-43.9% | $62,881-33.4% |
| Participation rate | 45.2% | 58.1%-12.9pp | 68.1%-22.9pp | 69.3%-24.1pp |
| Annual return | 2.64% | 17.50%-14.9pp | 20.47%-17.8pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,200 | $1,498-19.9% | $2,525-52.5% | $2,281-47.4% |
| Participant deferral / active EE | $1,995 | $2,389-16.5% | $3,458-42.3% | $3,203-37.7% |
| Admin fee / account holder | $11,867 | $2,840+317.9% | $4,138+186.8% | $4,296+176.2% |