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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 | $38,477 | $62,146-38.1% | $81,438-52.8% | $74,546-48.4% |
| Participation rate | 35.6% | 64.1%-28.4pp | 69.5%-33.9pp | 67.2%-31.6pp |
| Annual return | 8.65% | 16.49%-7.8pp | 24.74%-16.1pp | 1366.03%-1357.4pp |
| Employer contribution / active EE | $1,203 | $1,883-36.1% | $2,460-51.1% | $2,624-54.2% |
| Participant deferral / active EE | $1,351 | $3,229-58.2% | $3,883-65.2% | $4,347-68.9% |
| Admin fee / account holder | $6,210 | $1,922+223.1% | $5,764+7.7% | $1,944+219.5% |