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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 | $40,432 | $52,836-23.5% | $105,738-61.8% | $64,173-37.0% |
| Participation rate | 43.4% | 66.5%-23.1pp | 76.3%-32.9pp | 69.6%-26.2pp |
| Annual return | -9.63% | 14.30%-23.9pp | 6.27%-15.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $564 | $1,827-69.1% | $3,268-82.7% | $2,381-76.3% |
| Participant deferral / active EE | $1,399 | $2,545-45.0% | $4,080-65.7% | $3,470-59.7% |
| Admin fee / account holder | $1,169 | $3,959-70.5% | $6,913-83.1% | $4,887-76.1% |