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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 | $41,895 | $56,894-26.4% | $84,753-50.6% | $62,881-33.4% |
| Participation rate | 44.4% | 68.5%-24.1pp | 76.6%-32.1pp | 69.3%-24.9pp |
| Annual return | 3.79% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,036 | $2,400-56.8% | $3,574-71.0% | $2,281-54.6% |
| Participant deferral / active EE | $2,213 | $2,709-18.3% | $3,712-40.4% | $3,203-30.9% |
| Admin fee / account holder | $20,640 | $3,581+476.4% | $5,333+287.0% | $4,296+380.5% |