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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 | $40,984 | $78,015-47.5% | $178,505-77.0% | $80,959-49.4% |
| Participation rate | 46.4% | 65.7%-19.3pp | 77.1%-30.7pp | 67.7%-21.3pp |
| Annual return | 10.05% | 18.10%-8.1pp | 27.16%-17.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $660 | $2,281-71.1% | $3,955-83.3% | $2,757-76.1% |
| Participant deferral / active EE | $2,509 | $4,406-43.0% | $6,280-60.0% | $4,300-41.6% |
| Admin fee / account holder | $661 | $7,160-90.8% | $10,428-93.7% | $6,925-90.5% |