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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 | $40,183 | $81,358-50.6% | $155,556-74.2% | $80,959-50.4% |
| Participation rate | 42.9% | 66.3%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 5.50% | 33.39%-27.9pp | 64.84%-59.3pp | 35.67%-30.2pp |
| Employer contribution / active EE | $786 | $3,106-74.7% | $4,675-83.2% | $2,757-71.5% |
| Participant deferral / active EE | $1,254 | $3,455-63.7% | $5,631-77.7% | $4,300-70.8% |
| Admin fee / account holder | $1,087 | $7,994-86.4% | $15,885-93.2% | $6,925-84.3% |