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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 | $41,165 | $58,851-30.1% | $115,167-64.3% | $72,976-43.6% |
| Participation rate | 29.2% | 65.5%-36.4pp | 75.9%-46.7pp | 69.5%-40.3pp |
| Annual return | 3.40% | 23.16%-19.8pp | 35.60%-32.2pp | 81.02%-77.6pp |
| Employer contribution / active EE | $1,183 | $1,798-34.2% | $3,179-62.8% | $2,440-51.5% |
| Participant deferral / active EE | $1,835 | $2,643-30.6% | $4,169-56.0% | $3,608-49.1% |
| Admin fee / account holder | $2,222 | $6,370-65.1% | $7,089-68.7% | $5,124-56.6% |