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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 | $40,298 | $48,364-16.7% | $71,796-43.9% | $62,881-35.9% |
| Participation rate | 34.6% | 60.6%-26.0pp | 69.1%-34.5pp | 69.3%-34.7pp |
| Annual return | 4.38% | 13.16%-8.8pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $538 | $1,042-48.3% | $1,924-72.0% | $2,281-76.4% |
| Participant deferral / active EE | $1,815 | $2,091-13.2% | $2,794-35.0% | $3,203-43.3% |
| Admin fee / account holder | $5,856 | $3,771+55.3% | $4,815+21.6% | $4,296+36.3% |