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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 | $73,787-44.2% | $98,716-58.3% | $82,448-50.0% |
| Participation rate | 46.4% | 61.4%-15.0pp | 69.3%-22.9pp | 68.1%-21.6pp |
| Annual return | 7.19% | 18.57%-11.4pp | 31.81%-24.6pp | 41.64%-34.5pp |
| Employer contribution / active EE | $436 | $1,511-71.2% | $2,279-80.9% | $2,551-82.9% |
| Participant deferral / active EE | $6,128 | $3,081+98.9% | $4,048+51.4% | $4,139+48.0% |
| Admin fee / account holder | $20,633 | $6,500+217.4% | $8,703+137.1% | $7,234+185.2% |