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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 | $38,212 | $49,025-22.1% | $87,502-56.3% | $62,881-39.2% |
| Participation rate | 40.8% | 64.9%-24.1pp | 73.8%-33.0pp | 69.3%-28.5pp |
| Annual return | 2.32% | 10.02%-7.7pp | 12.21%-9.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $820 | $1,372-40.2% | $2,550-67.8% | $2,281-64.0% |
| Participant deferral / active EE | $2,245 | $2,289-1.9% | $3,149-28.7% | $3,203-29.9% |
| Admin fee / account holder | $9,833 | $4,065+141.9% | $4,221+133.0% | $4,296+128.9% |