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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 | $41,938 | $58,512-28.3% | $84,016-50.1% | $72,986-42.5% |
| Participation rate | 31.9% | 61.2%-29.4pp | 69.0%-37.1pp | 69.5%-37.6pp |
| Annual return | 16.46% | 28.93%-12.5pp | 71.31%-54.8pp | 81.01%-64.5pp |
| Employer contribution / active EE | $468 | $1,163-59.7% | $1,983-76.4% | $2,440-80.8% |
| Participant deferral / active EE | $1,974 | $2,394-17.5% | $3,239-39.0% | $3,607-45.3% |
| Admin fee / account holder | $27,020 | $4,569+491.4% | $6,101+342.9% | $5,124+427.3% |