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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 | $43,757 | $77,472-43.5% | $100,392-56.4% | $80,935-45.9% |
| Participation rate | 34.0% | 76.9%-42.9pp | 81.5%-47.5pp | 67.7%-33.6pp |
| Annual return | 9.54% | 37.26%-27.7pp | 49.45%-39.9pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,642 | $2,800-41.4% | $3,941-58.4% | $2,757-40.5% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,090-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,178 | $5,885+22.0% | $7,904-9.2% | $6,924+3.7% |