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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 | $40,898 | $96,558-57.6% | $80,977-49.5% | $273,972-85.1% |
| Participation rate | 41.7% | 79.1%-37.4pp | 75.8%-34.1pp | 83.0%-41.3pp |
| Annual return | 0.65% | 15.14%-14.5pp | 17.11%-16.5pp | 41.46%-40.8pp |
| Employer contribution / active EE | $1,457 | $4,869-70.1% | $3,715-60.8% | $4,869-70.1% |
| Participant deferral / active EE | $2,570 | $6,598-61.0% | $5,696-54.9% | $5,287-51.4% |
| Admin fee / account holder | $16,144 | $7,493+115.5% | $5,517+192.7% | $10,133+59.3% |