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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 | $43,745 | $86,940-49.7% | $102,434-57.3% | $80,935-46.0% |
| Participation rate | 46.1% | 72.4%-26.3pp | 76.5%-30.4pp | 67.7%-21.6pp |
| Annual return | 9.26% | 18.89%-9.6pp | 29.46%-20.2pp | 35.66%-26.4pp |
| Employer contribution / active EE | $1,108 | $2,370-53.2% | $3,023-63.4% | $2,757-59.8% |
| Participant deferral / active EE | $2,062 | $4,121-50.0% | $5,055-59.2% | $4,299-52.0% |
| Admin fee / account holder | $7,464 | $8,047-7.2% | $9,462-21.1% | $6,924+7.8% |