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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 | $42,713 | $69,977-39.0% | $108,582-60.7% | $62,881-32.1% |
| Participation rate | 57.6% | 72.9%-15.3pp | 79.6%-22.0pp | 69.3%-11.7pp |
| Annual return | 4.30% | 10.73%-6.4pp | -51.70%+56.0pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,070 | $2,135-49.9% | $3,758-71.5% | $2,281-53.1% |
| Participant deferral / active EE | $2,174 | $3,165-31.3% | $4,311-49.6% | $3,203-32.1% |
| Admin fee / account holder | $8,131 | $5,076+60.2% | $7,645+6.4% | $4,296+89.3% |