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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 | $37,171 | $76,407-51.4% | $150,298-75.3% | $82,448-54.9% |
| Participation rate | 58.9% | 66.4%-7.5pp | 77.8%-18.8pp | 68.1%-9.1pp |
| Annual return | 13.08% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $756 | $2,614-71.1% | $4,154-81.8% | $2,551-70.4% |
| Participant deferral / active EE | $3,017 | $3,214-6.1% | $5,453-44.7% | $4,139-27.1% |
| Admin fee / account holder | $5,157 | $6,352-18.8% | $14,116-63.5% | $7,234-28.7% |