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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 | $40,361 | $80,781-50.0% | $102,437-60.6% | $74,478-45.8% |
| Participation rate | 26.4% | 65.7%-39.3pp | 74.5%-48.1pp | 67.2%-40.8pp |
| Annual return | 10.76% | 27.58%-16.8pp | 24.95%-14.2pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,113 | $3,160-64.8% | $3,871-71.3% | $2,626-57.6% |
| Participant deferral / active EE | $1,741 | $3,862-54.9% | $5,060-65.6% | $4,350-60.0% |
| Admin fee / account holder | $2,850 | $2,372+20.2% | $8,388-66.0% | $1,946+46.5% |