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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 | $41,257 | $76,834-46.3% | $108,359-61.9% | $87,485-52.8% |
| Participation rate | 27.4% | 61.7%-34.3pp | 70.1%-42.7pp | 68.9%-41.5pp |
| Annual return | 11.08% | 19.09%-8.0pp | 36.89%-25.8pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,032 | $3,100-34.5% | $4,137-50.9% | $4,274-52.4% |
| Admin fee / account holder | $1,938 | $6,537-70.4% | $9,741-80.1% | $7,775-75.1% |