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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 | $40,630 | $56,054-27.5% | $171,082-76.3% | $62,881-35.4% |
| Participation rate | 29.8% | 62.9%-33.1pp | 76.7%-46.9pp | 69.3%-39.5pp |
| Annual return | 5.39% | 22.52%-17.1pp | 32.56%-27.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $582 | $1,731-66.4% | $4,002-85.5% | $2,281-74.5% |
| Participant deferral / active EE | $1,276 | $3,158-59.6% | $4,797-73.4% | $3,203-60.1% |
| Admin fee / account holder | $4,790 | $3,647+31.3% | $8,520-43.8% | $4,296+11.5% |