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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 | $44,336 | $81,276-45.5% | $155,574-71.5% | $80,925-45.2% |
| Participation rate | 29.6% | 66.2%-36.6pp | 78.2%-48.6pp | 67.7%-38.0pp |
| Annual return | 8.28% | 33.36%-25.1pp | 64.87%-56.6pp | 35.65%-27.4pp |
| Employer contribution / active EE | $626 | $3,103-79.8% | $4,676-86.6% | $2,756-77.3% |
| Participant deferral / active EE | $1,718 | $3,453-50.2% | $5,629-69.5% | $4,299-60.0% |
| Admin fee / account holder | $8,870 | $7,993+11.0% | $15,914-44.3% | $6,940+27.8% |