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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 | $18,979 | $78,015-75.7% | $178,505-89.4% | $80,959-76.6% |
| Participation rate | 44.9% | 65.7%-20.8pp | 77.1%-32.2pp | 67.7%-22.8pp |
| Annual return | 7.88% | 18.10%-10.2pp | 27.16%-19.3pp | 35.67%-27.8pp |
| Employer contribution / active EE | $1,462 | $2,281-35.9% | $3,955-63.0% | $2,757-47.0% |
| Participant deferral / active EE | $2,861 | $4,406-35.1% | $6,280-54.4% | $4,300-33.5% |
| Admin fee / account holder | $8,745 | $7,160+22.1% | $10,428-16.1% | $6,925+26.3% |