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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 | $39,784 | $56,894-30.1% | $84,753-53.1% | $62,881-36.7% |
| Participation rate | 47.5% | 68.5%-21.0pp | 76.6%-29.1pp | 69.3%-21.8pp |
| Annual return | 3.84% | 6.30%-2.5pp | 22.78%-18.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $770 | $2,400-67.9% | $3,574-78.5% | $2,281-66.2% |
| Participant deferral / active EE | $1,426 | $2,709-47.4% | $3,712-61.6% | $3,203-55.5% |
| Admin fee / account holder | $8,512 | $3,581+137.7% | $5,333+59.6% | $4,296+98.2% |