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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 | $74,535-44.7% | $100,712-59.1% | $82,637-50.1% |
| Participation rate | 46.4% | 61.2%-14.7pp | 69.3%-22.8pp | 68.1%-21.6pp |
| Annual return | 7.19% | 18.92%-11.7pp | 33.27%-26.1pp | 53.51%-46.3pp |
| Employer contribution / active EE | $436 | $1,503-71.0% | $2,313-81.2% | $2,552-82.9% |
| Participant deferral / active EE | $6,128 | $3,074+99.3% | $4,085+50.0% | $4,126+48.5% |
| Admin fee / account holder | $20,633 | $6,576+213.8% | $9,256+122.9% | $7,339+181.1% |