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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 | $56,499 | $74,535-24.2% | $100,712-43.9% | $82,637-31.6% |
| Participation rate | 42.9% | 61.2%-18.3pp | 69.3%-26.4pp | 68.1%-25.2pp |
| Annual return | 9.63% | 18.92%-9.3pp | 33.27%-23.6pp | 53.51%-43.9pp |
| Employer contribution / active EE | $1,133 | $1,503-24.6% | $2,313-51.0% | $2,552-55.6% |
| Participant deferral / active EE | $2,770 | $3,074-9.9% | $4,085-32.2% | $4,126-32.9% |
| Admin fee / account holder | $32,229 | $6,576+390.1% | $9,256+248.2% | $7,339+339.2% |