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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 | $38,958 | $53,837-27.6% | $75,717-48.5% | $85,856-54.6% |
| Participation rate | 29.4% | 69.1%-39.6pp | 74.8%-45.4pp | 69.3%-39.9pp |
| Annual return | 12.06% | 24.54%-12.5pp | 104.58%-92.5pp | 318.58%-306.5pp |
| Employer contribution / active EE | $506 | $2,017-74.9% | $2,743-81.6% | $2,565-80.3% |
| Participant deferral / active EE | $2,067 | $2,895-28.6% | $3,821-45.9% | $3,952-47.7% |
| Admin fee / account holder | $2,116 | $3,341-36.7% | $3,619-41.5% | $6,261-66.2% |