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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 | $36,303 | $112,729-67.8% | $98,716-63.2% | $137,256-73.6% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 3.27% | 38.48%-35.2pp | 31.81%-28.5pp | 220.34%-217.1pp |
| Employer contribution / active EE | $1,193 | $2,725-56.2% | $2,279-47.6% | $4,156-71.3% |
| Participant deferral / active EE | $2,868 | $4,640-38.2% | $4,048-29.1% | $6,407-55.2% |
| Admin fee / account holder | $28,610 | $10,129+182.5% | $8,703+228.7% | $12,270+133.2% |