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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 | $43,774 | $92,985-52.9% | $153,432-71.5% | $80,874-45.9% |
| Participation rate | 42.0% | 69.0%-27.0pp | 77.1%-35.1pp | 67.6%-25.7pp |
| Annual return | 10.50% | 19.95%-9.4pp | 15.66%-5.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,412 | $3,507-59.8% | $5,038-72.0% | $2,756-48.8% |
| Participant deferral / active EE | $2,194 | $5,178-57.6% | $6,757-67.5% | $4,297-48.9% |
| Admin fee / account holder | $1,839 | $8,880-79.3% | $12,725-85.5% | $6,935-73.5% |