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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 | $40,172 | $51,283-21.7% | $95,759-58.0% | $71,529-43.8% |
| Participation rate | 42.4% | 63.1%-20.7pp | 72.3%-29.9pp | 67.9%-25.6pp |
| Annual return | 12.58% | 25.25%-12.7pp | 28.42%-15.8pp | 28.97%-16.4pp |
| Employer contribution / active EE | $777 | $1,817-57.3% | $2,836-72.6% | $2,590-70.0% |
| Participant deferral / active EE | $1,333 | $3,365-60.4% | $4,244-68.6% | $4,291-68.9% |
| Admin fee / account holder | $3,848 | $1,135+239.0% | $5,678-32.2% | $1,588+142.2% |