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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 | $40,689 | $75,541-46.1% | $152,093-73.2% | $82,637-50.8% |
| Participation rate | 53.8% | 66.5%-12.7pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 11.72% | 32.56%-20.8pp | 66.36%-54.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,000 | $2,622-61.9% | $4,175-76.0% | $2,552-60.8% |
| Participant deferral / active EE | $1,692 | $3,206-47.2% | $5,451-69.0% | $4,126-59.0% |
| Admin fee / account holder | $15,452 | $6,405+141.3% | $14,497+6.6% | $7,339+110.6% |