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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 | $35,734 | $77,908-54.1% | $149,696-76.1% | $75,173-52.5% |
| Participation rate | 55.6% | 65.6%-10.0pp | 78.8%-23.2pp | 67.2%-11.6pp |
| Annual return | 10.77% | 31.73%-21.0pp | 134.46%-123.7pp | 160.72%-149.9pp |
| Employer contribution / active EE | $382 | $3,138-87.8% | $4,821-92.1% | $2,671-85.7% |
| Participant deferral / active EE | $2,922 | $3,411-14.4% | $5,682-48.6% | $4,126-29.2% |
| Admin fee / account holder | $3,281 | $5,950-44.9% | $13,212-75.2% | $5,651-41.9% |