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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 | $40,613 | $61,391-33.8% | $149,723-72.9% | $71,529-43.2% |
| Participation rate | 37.2% | 62.5%-25.3pp | 78.8%-41.6pp | 67.9%-30.8pp |
| Annual return | 12.05% | 35.88%-23.8pp | 134.50%-122.4pp | 28.97%-16.9pp |
| Employer contribution / active EE | $1,023 | $2,384-57.1% | $4,821-78.8% | $2,590-60.5% |
| Participant deferral / active EE | $2,874 | $2,921-1.6% | $5,682-49.4% | $4,291-33.0% |
| Admin fee / account holder | $6,750 | $1,264+434.0% | $13,215-48.9% | $1,588+324.9% |