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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 | $40,949 | $61,660-33.6% | $80,022-48.8% | $64,181-36.2% |
| Participation rate | 42.1% | 71.7%-29.6pp | 75.8%-33.7pp | 69.6%-27.5pp |
| Annual return | -8.96% | -0.33%-8.6pp | 11.22%-20.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,226 | $1,810-32.3% | $2,468-50.3% | $2,381-48.5% |
| Participant deferral / active EE | $1,833 | $2,968-38.2% | $3,686-50.3% | $3,470-47.2% |
| Admin fee / account holder | $718 | $5,417-86.7% | $6,521-89.0% | $4,887-85.3% |