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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 | $41,201 | $76,834-46.4% | $108,359-62.0% | $87,485-52.9% |
| Participation rate | 46.4% | 61.7%-15.3pp | 70.1%-23.7pp | 68.9%-22.5pp |
| Annual return | 7.19% | 19.09%-11.9pp | 36.89%-29.7pp | 26.06%-18.9pp |
| Employer contribution / active EE | $436 | $1,556-72.0% | $2,399-81.8% | $2,596-83.2% |
| Participant deferral / active EE | $6,128 | $3,100+97.7% | $4,137+48.1% | $4,274+43.4% |
| Admin fee / account holder | $20,633 | $6,537+215.6% | $9,741+111.8% | $7,775+165.4% |