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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 | $42,533 | $72,273-41.1% | $101,275-58.0% | $79,856-46.7% |
| Participation rate | 56.5% | 68.5%-11.9pp | 75.8%-19.3pp | 69.6%-13.1pp |
| Annual return | 8.01% | 22.30%-14.3pp | 46.48%-38.5pp | 31.71%-23.7pp |
| Employer contribution / active EE | $614 | $2,691-77.2% | $3,660-83.2% | $2,471-75.1% |
| Participant deferral / active EE | $2,599 | $3,282-20.8% | $4,371-40.5% | $3,741-30.5% |
| Admin fee / account holder | $6,944 | $4,401+57.8% | $5,948+16.7% | $5,306+30.9% |