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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 | $44,547 | $63,773-30.1% | $81,286-45.2% | $80,925-45.0% |
| Participation rate | 47.8% | 63.9%-16.1pp | 69.5%-21.7pp | 67.7%-19.8pp |
| Annual return | 9.70% | 16.37%-6.7pp | 24.80%-15.1pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,411 | $1,979-28.7% | $2,463-42.7% | $2,756-48.8% |
| Participant deferral / active EE | $2,135 | $3,093-31.0% | $3,883-45.0% | $4,299-50.3% |
| Admin fee / account holder | $43,812 | $5,682+671.0% | $5,764+660.1% | $6,940+531.3% |