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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 | $57,057-28.9% | $85,009-52.3% | $80,874-49.9% |
| Participation rate | 39.0% | 56.4%-17.3pp | 67.5%-28.5pp | 67.6%-28.6pp |
| Annual return | 9.97% | 21.66%-11.7pp | 66.47%-56.5pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,028 | $1,799-42.8% | $2,728-62.3% | $2,756-62.7% |
| Participant deferral / active EE | $2,522 | $3,112-18.9% | $4,522-44.2% | $4,297-41.3% |
| Admin fee / account holder | $13,563 | $4,986+172.0% | $6,153+120.4% | $6,935+95.6% |