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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 | $40,194 | $76,551-47.5% | $123,894-67.6% | $62,881-36.1% |
| Participation rate | 48.1% | 73.0%-24.8pp | 81.4%-33.3pp | 69.3%-21.2pp |
| Annual return | 5.81% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $736 | $2,882-74.5% | $4,617-84.1% | $2,281-67.7% |
| Participant deferral / active EE | $2,798 | $4,840-42.2% | $5,984-53.2% | $3,203-12.6% |
| Admin fee / account holder | $3,246 | $4,826-32.7% | $8,357-61.2% | $4,296-24.4% |