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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 | $34,210 | $77,638-55.9% | $156,551-78.1% | $62,881-45.6% |
| Participation rate | 37.3% | 71.2%-33.9pp | 84.0%-46.8pp | 69.3%-32.0pp |
| Annual return | 4.36% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $572 | $3,444-83.4% | $5,501-89.6% | $2,281-74.9% |
| Participant deferral / active EE | $2,424 | $3,046-20.4% | $4,871-50.2% | $3,203-24.3% |
| Admin fee / account holder | $2,077 | $5,561-62.7% | $13,028-84.1% | $4,296-51.6% |