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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 | $41,241 | $41,377-0.3% | $109,313-62.3% | $62,881-34.4% |
| Participation rate | 46.3% | 57.5%-11.3pp | 71.3%-25.0pp | 69.3%-23.1pp |
| Annual return | 3.80% | 11.05%-7.3pp | 22.07%-18.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $216 | $1,276-83.0% | $3,892-94.4% | $2,281-90.5% |
| Participant deferral / active EE | $2,124 | $2,045+3.9% | $3,166-32.9% | $3,203-33.7% |
| Admin fee / account holder | $10,431 | $2,884+261.7% | $5,666+84.1% | $4,296+142.8% |