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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 | $40,117 | $81,331-50.7% | $155,534-74.2% | $80,935-50.4% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 6.51% | 33.37%-26.9pp | 64.92%-58.4pp | 35.66%-29.1pp |
| Employer contribution / active EE | $855 | $3,105-72.5% | $4,675-81.7% | $2,757-69.0% |
| Participant deferral / active EE | $2,727 | $3,454-21.0% | $5,630-51.6% | $4,299-36.6% |
| Admin fee / account holder | $2,809 | $7,999-64.9% | $15,900-82.3% | $6,924-59.4% |