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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 | $43,043 | $86,919-50.5% | $102,457-58.0% | $80,911-46.8% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.6%-27.6pp |
| Annual return | 8.10% | 18.90%-10.8pp | 29.41%-21.3pp | 35.63%-27.5pp |
| Employer contribution / active EE | $861 | $2,368-63.6% | $3,022-71.5% | $2,756-68.7% |
| Participant deferral / active EE | $1,946 | $4,119-52.8% | $5,054-61.5% | $4,297-54.7% |
| Admin fee / account holder | $24,886 | $8,049+209.2% | $9,451+163.3% | $6,935+258.9% |