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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 | $63,845-30.2% | $81,370-45.3% | $80,959-45.0% |
| Participation rate | 47.8% | 63.9%-16.1pp | 69.5%-21.7pp | 67.7%-19.8pp |
| Annual return | 9.70% | 16.37%-6.7pp | 24.85%-15.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,411 | $1,980-28.7% | $2,464-42.7% | $2,757-48.8% |
| Participant deferral / active EE | $2,135 | $3,093-31.0% | $3,885-45.0% | $4,300-50.3% |
| Admin fee / account holder | $43,812 | $5,688+670.2% | $5,749+662.0% | $6,925+532.6% |