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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 | $41,745 | $53,777-22.4% | $134,155-68.9% | $79,858-47.7% |
| Participation rate | 56.8% | 58.8%-2.0pp | 72.2%-15.4pp | 69.6%-12.8pp |
| Annual return | 8.19% | 19.01%-10.8pp | 36.34%-28.2pp | 31.72%-23.5pp |
| Employer contribution / active EE | $276 | $1,321-79.1% | $3,705-92.6% | $2,471-88.8% |
| Participant deferral / active EE | $2,116 | $2,420-12.6% | $3,500-39.5% | $3,740-43.4% |
| Admin fee / account holder | $27,524 | $3,984+590.9% | $6,685+311.7% | $5,306+418.7% |