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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 | $43,619 | $57,828-24.6% | $117,039-62.7% | $70,126-37.8% |
| Participation rate | 26.5% | 67.1%-40.6pp | 77.2%-50.7pp | 69.5%-43.0pp |
| Annual return | 8.53% | 17.55%-9.0pp | 18.95%-10.4pp | 73.15%-64.6pp |
| Employer contribution / active EE | $646 | $1,816-64.4% | $3,785-82.9% | $2,343-72.4% |
| Participant deferral / active EE | $1,449 | $2,438-40.6% | $3,929-63.1% | $3,332-56.5% |
| Admin fee / account holder | $7,981 | $3,548+124.9% | $5,974+33.6% | $4,645+71.8% |