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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 | $43,798 | $43,075+1.7% | $74,577-41.3% | $62,881-30.3% |
| Participation rate | 45.0% | 58.1%-13.1pp | 68.1%-23.1pp | 69.3%-24.3pp |
| Annual return | 4.18% | 17.50%-13.3pp | 20.47%-16.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,147 | $1,498-23.4% | $2,525-54.6% | $2,281-49.7% |
| Participant deferral / active EE | $2,359 | $2,389-1.3% | $3,458-31.8% | $3,203-26.3% |
| Admin fee / account holder | $26,472 | $2,840+832.2% | $4,138+539.7% | $4,296+516.2% |