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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 | $40,122 | $71,208-43.7% | $93,681-57.2% | $80,911-50.4% |
| Participation rate | 52.6% | 60.4%-7.8pp | 68.7%-16.1pp | 67.6%-15.0pp |
| Annual return | 9.74% | 11.27%-1.5pp | 133.47%-123.7pp | 35.63%-25.9pp |
| Employer contribution / active EE | $901 | $1,564-42.4% | $2,422-62.8% | $2,756-67.3% |
| Participant deferral / active EE | $2,690 | $4,035-33.3% | $4,415-39.1% | $4,297-37.4% |
| Admin fee / account holder | $35,780 | $6,951+414.8% | $8,290+331.6% | $6,935+416.0% |