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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 | $40,352 | $64,920-37.8% | $103,693-61.1% | $86,983-53.6% |
| Participation rate | 46.0% | 63.6%-17.6pp | 72.6%-26.6pp | 69.5%-23.5pp |
| Annual return | 8.51% | 30.29%-21.8pp | 47.61%-39.1pp | 25.83%-17.3pp |
| Employer contribution / active EE | $726 | $2,141-66.1% | $2,920-75.1% | $2,584-71.9% |
| Participant deferral / active EE | $1,099 | $3,241-66.1% | $4,579-76.0% | $4,194-73.8% |
| Admin fee / account holder | $11,723 | $6,191+89.3% | $7,858+49.2% | $7,856+49.2% |