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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 | $42,974 | $81,331-47.2% | $155,534-72.4% | $80,935-46.9% |
| Participation rate | 42.9% | 66.3%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 7.98% | 33.37%-25.4pp | 64.92%-56.9pp | 35.66%-27.7pp |
| Employer contribution / active EE | $1,010 | $3,105-67.5% | $4,675-78.4% | $2,757-63.4% |
| Participant deferral / active EE | $1,532 | $3,454-55.7% | $5,630-72.8% | $4,299-64.4% |
| Admin fee / account holder | $4,713 | $7,999-41.1% | $15,900-70.4% | $6,924-31.9% |