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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 | $36,323 | $51,606-29.6% | $129,339-71.9% | $80,911-55.1% |
| Participation rate | 19.0% | 57.0%-37.9pp | 69.6%-50.6pp | 67.6%-48.6pp |
| Annual return | 8.97% | 20.76%-11.8pp | 9437.05%-9428.1pp | 35.63%-26.7pp |
| Employer contribution / active EE | $576 | $1,582-63.6% | $4,154-86.1% | $2,756-79.1% |
| Participant deferral / active EE | $1,366 | $2,669-48.8% | $4,170-67.2% | $4,297-68.2% |
| Admin fee / account holder | $3,352 | $4,310-22.2% | $7,668-56.3% | $6,935-51.7% |