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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 | $41,237 | $76,551-46.1% | $123,894-66.7% | $62,881-34.4% |
| Participation rate | 62.7% | 73.0%-10.2pp | 81.4%-18.7pp | 69.3%-6.6pp |
| Annual return | 5.52% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $569 | $2,882-80.3% | $4,617-87.7% | $2,281-75.0% |
| Participant deferral / active EE | $2,887 | $4,840-40.3% | $5,984-51.8% | $3,203-9.9% |
| Admin fee / account holder | $8,986 | $4,826+86.2% | $8,357+7.5% | $4,296+109.2% |