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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 | $43,018 | $88,042-51.1% | $138,135-68.9% | $79,856-46.1% |
| Participation rate | 41.0% | 71.4%-30.4pp | 78.7%-37.7pp | 69.6%-28.7pp |
| Annual return | 8.69% | 20.58%-11.9pp | 20.51%-11.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $908 | $3,103-70.7% | $5,587-83.7% | $2,471-63.3% |
| Participant deferral / active EE | $1,800 | $4,704-61.7% | $6,431-72.0% | $3,741-51.9% |
| Admin fee / account holder | $14,093 | $7,791+80.9% | $11,856+18.9% | $5,306+165.6% |