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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 | $43,598 | $59,839-27.1% | $81,991-46.8% | $79,852-45.4% |
| Participation rate | 38.5% | 61.6%-23.2pp | 69.3%-30.8pp | 69.6%-31.2pp |
| Annual return | 7.63% | 17.56%-9.9pp | 41.31%-33.7pp | 31.72%-24.1pp |
| Employer contribution / active EE | $565 | $1,713-67.0% | $2,498-77.4% | $2,471-77.2% |
| Participant deferral / active EE | $1,531 | $2,695-43.2% | $3,722-58.9% | $3,740-59.1% |
| Admin fee / account holder | $7,502 | $4,287+75.0% | $5,665+32.4% | $5,306+41.4% |