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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 | $37,944 | $106,749-64.5% | $145,433-73.9% | $82,448-54.0% |
| Participation rate | 40.0% | 75.6%-35.6pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 8.40% | 27.59%-19.2pp | 66.58%-58.2pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,321 | $3,444-61.6% | $4,554-71.0% | $2,551-48.2% |
| Participant deferral / active EE | $4,386 | $6,519-32.7% | $7,897-44.5% | $4,139+6.0% |
| Admin fee / account holder | $56,024 | $8,390+567.8% | $13,129+326.7% | $7,234+674.4% |