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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 | $39,839 | $95,453-58.3% | $112,040-64.4% | $82,448-51.7% |
| Participation rate | 42.6% | 72.8%-30.2pp | 76.5%-33.9pp | 68.1%-25.5pp |
| Annual return | 8.61% | 23.92%-15.3pp | 24.52%-15.9pp | 41.64%-33.0pp |
| Employer contribution / active EE | $1,273 | $2,318-45.1% | $2,954-56.9% | $2,551-50.1% |
| Participant deferral / active EE | $2,098 | $4,224-50.3% | $5,098-58.8% | $4,139-49.3% |
| Admin fee / account holder | $22,343 | $9,013+147.9% | $12,098+84.7% | $7,234+208.8% |