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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 | $32,648 | $49,976-34.7% | $66,674-51.0% | $82,637-60.5% |
| Participation rate | 39.0% | 63.1%-24.1pp | 73.7%-34.7pp | 68.1%-29.1pp |
| Annual return | 13.23% | 39.09%-25.9pp | 321.24%-308.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $694 | $1,988-65.1% | $2,620-73.5% | $2,552-72.8% |
| Participant deferral / active EE | $2,015 | $2,847-29.2% | $4,084-50.7% | $4,126-51.2% |
| Admin fee / account holder | $4,993 | $4,594+8.7% | $5,098-2.1% | $7,339-32.0% |