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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 | $40,993 | $76,407-46.3% | $150,298-72.7% | $82,448-50.3% |
| Participation rate | 44.1% | 66.4%-22.3pp | 77.8%-33.6pp | 68.1%-24.0pp |
| Annual return | 10.33% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $885 | $2,614-66.1% | $4,154-78.7% | $2,551-65.3% |
| Participant deferral / active EE | $2,482 | $3,214-22.8% | $5,453-54.5% | $4,139-40.0% |
| Admin fee / account holder | $17,257 | $6,352+171.7% | $14,116+22.3% | $7,234+138.5% |