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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 | $40,524 | $65,034-37.7% | $90,970-55.5% | $79,856-49.3% |
| Participation rate | 23.1% | 61.6%-38.5pp | 69.0%-45.9pp | 69.6%-46.6pp |
| Annual return | 8.94% | 30.45%-21.5pp | 134.60%-125.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $342 | $1,247-72.6% | $2,122-83.9% | $2,471-86.1% |
| Participant deferral / active EE | $1,313 | $2,512-47.7% | $3,373-61.1% | $3,741-64.9% |
| Admin fee / account holder | $14,192 | $4,536+212.9% | $5,961+138.1% | $5,306+167.4% |