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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 | $40,327 | $81,331-50.4% | $155,534-74.1% | $80,935-50.2% |
| Participation rate | 69.8% | 66.3%+3.5pp | 78.2%-8.5pp | 67.7%+2.1pp |
| Annual return | 6.73% | 33.37%-26.6pp | 64.92%-58.2pp | 35.66%-28.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,261 | $3,454-5.6% | $5,630-42.1% | $4,299-24.1% |
| Admin fee / account holder | $6,542 | $7,999-18.2% | $15,900-58.9% | $6,924-5.5% |