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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 | $40,396 | $87,834-54.0% | $133,975-69.8% | $62,881-35.8% |
| Participation rate | 64.9% | 83.4%-18.5pp | 87.1%-22.2pp | 69.3%-4.4pp |
| Annual return | 5.03% | 12.05%-7.0pp | 29.29%-24.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,608 | $3,482-53.8% | $5,211-69.1% | $2,281-29.5% |
| Participant deferral / active EE | $2,461 | $4,812-48.8% | $6,282-60.8% | $3,203-23.2% |
| Admin fee / account holder | $12,527 | $5,372+133.2% | $9,324+34.4% | $4,296+191.6% |