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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 | $41,173 | $75,541-45.5% | $152,093-72.9% | $82,637-50.2% |
| Participation rate | 47.6% | 66.5%-19.0pp | 77.8%-30.2pp | 68.1%-20.5pp |
| Annual return | 11.69% | 32.56%-20.9pp | 66.36%-54.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $565 | $2,622-78.5% | $4,175-86.5% | $2,552-77.9% |
| Participant deferral / active EE | $2,762 | $3,206-13.8% | $5,451-49.3% | $4,126-33.1% |
| Admin fee / account holder | $3,107 | $6,405-51.5% | $14,497-78.6% | $7,339-57.7% |