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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 | $57,507 | $81,358-29.3% | $155,556-63.0% | $80,959-29.0% |
| Participation rate | 36.2% | 66.3%-30.1pp | 78.2%-42.1pp | 67.7%-31.5pp |
| Annual return | 10.24% | 33.39%-23.1pp | 64.84%-54.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $743 | $3,106-76.1% | $4,675-84.1% | $2,757-73.1% |
| Participant deferral / active EE | $1,034 | $3,455-70.1% | $5,631-81.6% | $4,300-76.0% |
| Admin fee / account holder | $3,853 | $7,994-51.8% | $15,885-75.7% | $6,925-44.4% |