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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 | $40,558 | $57,140-29.0% | $85,240-52.4% | $80,959-49.9% |
| Participation rate | 39.0% | 56.4%-17.4pp | 67.5%-28.5pp | 67.7%-28.6pp |
| Annual return | 9.97% | 21.71%-11.7pp | 66.75%-56.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,028 | $1,802-42.9% | $2,735-62.4% | $2,757-62.7% |
| Participant deferral / active EE | $2,522 | $3,115-19.0% | $4,527-44.3% | $4,300-41.3% |
| Admin fee / account holder | $13,563 | $4,992+171.7% | $6,165+120.0% | $6,925+95.8% |