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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 | $42,141 | $56,544-25.5% | $75,501-44.2% | $70,126-39.9% |
| Participation rate | 37.7% | 68.1%-30.4pp | 72.4%-34.7pp | 69.5%-31.9pp |
| Annual return | 8.69% | 23.59%-14.9pp | 27.35%-18.7pp | 73.15%-64.5pp |
| Employer contribution / active EE | $913 | $1,817-49.7% | $2,352-61.2% | $2,343-61.0% |
| Participant deferral / active EE | $1,470 | $2,580-43.0% | $3,142-53.2% | $3,332-55.9% |
| Admin fee / account holder | $676 | $3,827-82.3% | $5,801-88.3% | $4,645-85.4% |