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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 | $40,521 | $86,949-53.4% | $102,460-60.5% | $80,959-49.9% |
| Participation rate | 55.1% | 72.4%-17.3pp | 76.5%-21.4pp | 67.7%-12.6pp |
| Annual return | 8.55% | 18.89%-10.3pp | 29.47%-20.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,546 | $2,370-34.7% | $3,025-48.9% | $2,757-43.9% |
| Participant deferral / active EE | $3,772 | $4,121-8.5% | $5,056-25.4% | $4,300-12.3% |
| Admin fee / account holder | $14,274 | $8,048+77.4% | $9,460+50.9% | $6,925+106.1% |