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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 | $37,987 | $64,359-41.0% | $90,161-57.9% | $70,126-45.8% |
| Participation rate | 28.6% | 70.4%-41.9pp | 76.9%-48.3pp | 69.5%-41.0pp |
| Annual return | 13.86% | 28.13%-14.3pp | 34.89%-21.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $369 | $2,046-81.9% | $3,318-88.9% | $2,343-84.2% |
| Participant deferral / active EE | $3,331 | $4,389-24.1% | $5,287-37.0% | $3,3320% |
| Admin fee / account holder | $3,674 | $3,945-6.9% | $5,943-38.2% | $4,645-20.9% |