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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 | $40,183 | $86,949-53.8% | $102,460-60.8% | $80,959-50.4% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.7%-4.0pp |
| Annual return | 7.46% | 18.89%-11.4pp | 29.47%-22.0pp | 35.67%-28.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,683 | $4,121-34.9% | $5,056-46.9% | $4,300-37.6% |
| Admin fee / account holder | $14,695 | $8,048+82.6% | $9,460+55.3% | $6,925+112.2% |