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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 | $38,077 | $75,541-49.6% | $152,093-75.0% | $82,637-53.9% |
| Participation rate | 61.6% | 66.5%-4.9pp | 77.8%-16.1pp | 68.1%-6.4pp |
| Annual return | 12.79% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $661 | $2,622-74.8% | $4,175-84.2% | $2,552-74.1% |
| Participant deferral / active EE | $3,468 | $3,206+8.2% | $5,451-36.4% | $4,126-15.9% |
| Admin fee / account holder | $17,704 | $6,405+176.4% | $14,497+22.1% | $7,339+141.2% |