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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 | $40,509 | $79,867-49.3% | $120,344-66.3% | $64,340-37.0% |
| Participation rate | 50.0% | 63.0%-13.0pp | 76.7%-26.7pp | 55.2%-5.2pp |
| Annual return | 8.56% | 21.10%-12.5pp | 20.30%-11.7pp | 24.14%-15.6pp |
| Employer contribution / active EE | $927 | $1,925-51.9% | $3,020-69.3% | $1,862-50.2% |
| Participant deferral / active EE | $1,648 | $3,593-54.1% | $5,135-67.9% | $2,980-44.7% |
| Admin fee / account holder | $6,124 | $5,039+21.5% | $12,742-51.9% | $3,703+65.4% |