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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 | $37,960 | $52,580-27.8% | $71,671-47.0% | $70,124-45.9% |
| Participation rate | 36.4% | 60.9%-24.5pp | 68.7%-32.4pp | 69.5%-33.2pp |
| Annual return | 10.09% | 20.25%-10.2pp | 20.65%-10.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $552 | $1,616-65.8% | $2,460-77.5% | $2,342-76.4% |
| Participant deferral / active EE | $1,246 | $2,386-47.8% | $3,438-63.8% | $3,332-62.6% |
| Admin fee / account holder | $6,351 | $3,653+73.9% | $5,558+14.3% | $4,645+36.7% |