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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 | $40,868 | $41,377-1.2% | $109,313-62.6% | $62,881-35.0% |
| Participation rate | 26.5% | 57.5%-31.1pp | 71.3%-44.8pp | 69.3%-42.8pp |
| Annual return | 4.69% | 11.05%-6.4pp | 22.07%-17.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $465 | $1,276-63.5% | $3,892-88.0% | $2,281-79.6% |
| Participant deferral / active EE | $1,262 | $2,045-38.3% | $3,166-60.1% | $3,203-60.6% |
| Admin fee / account holder | $11,186 | $2,884+287.9% | $5,666+97.4% | $4,296+160.4% |