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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 | $40,476 | $76,407-47.0% | $150,298-73.1% | $82,448-50.9% |
| Participation rate | 12.1% | 66.4%-54.3pp | 77.8%-65.6pp | 68.1%-55.9pp |
| Annual return | 7.08% | 39.99%-32.9pp | 62.79%-55.7pp | 41.64%-34.6pp |
| Employer contribution / active EE | $702 | $2,614-73.1% | $4,154-83.1% | $2,551-72.5% |
| Participant deferral / active EE | $1,527 | $3,214-52.5% | $5,453-72.0% | $4,139-63.1% |
| Admin fee / account holder | $10,160 | $6,352+59.9% | $14,116-28.0% | $7,234+40.4% |