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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 | $77,814-47.3% | $158,223-74.1% | $86,983-52.9% |
| Participation rate | 44.1% | 68.4%-24.3pp | 79.2%-35.1pp | 69.5%-25.4pp |
| Annual return | 10.33% | 30.54%-20.2pp | 52.09%-41.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $885 | $2,592-65.9% | $4,109-78.5% | $2,584-65.8% |
| Participant deferral / active EE | $2,482 | $3,270-24.1% | $5,467-54.6% | $4,194-40.8% |
| Admin fee / account holder | $17,257 | $5,879+193.5% | $16,047+7.5% | $7,856+119.7% |