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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 | $40,854 | $54,541-25.1% | $78,778-48.1% | $70,124-41.7% |
| Participation rate | 38.5% | 60.8%-22.3pp | 69.2%-30.6pp | 69.5%-31.0pp |
| Annual return | 9.66% | 21.07%-11.4pp | 35.62%-26.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,075 | $1,089-1.2% | $1,986-45.9% | $2,342-54.1% |
| Participant deferral / active EE | $1,847 | $2,210-16.4% | $2,958-37.6% | $3,332-44.6% |
| Admin fee / account holder | $5,229 | $3,709+41.0% | $5,134+1.9% | $4,645+12.6% |