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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 | $41,670 | $86,050-51.6% | $189,758-78.0% | $94,015-55.7% |
| Participation rate | 46.2% | 68.9%-22.7pp | 79.8%-33.6pp | 70.8%-24.7pp |
| Annual return | 10.86% | 17.77%-6.9pp | 52.62%-41.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $855 | $2,819-69.7% | $4,767-82.1% | $2,790-69.3% |
| Participant deferral / active EE | $1,109 | $3,349-66.9% | $5,856-81.1% | $4,249-73.9% |
| Admin fee / account holder | $3,524 | $6,627-46.8% | $20,388-82.7% | $8,951-60.6% |