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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 | $39,188 | $76,407-48.7% | $150,298-73.9% | $82,448-52.5% |
| Participation rate | 30.9% | 66.4%-35.5pp | 77.8%-46.9pp | 68.1%-37.2pp |
| Annual return | 12.03% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $568 | $2,614-78.3% | $4,154-86.3% | $2,551-77.7% |
| Participant deferral / active EE | $1,582 | $3,214-50.8% | $5,453-71.0% | $4,139-61.8% |
| Admin fee / account holder | $5,660 | $6,352-10.9% | $14,116-59.9% | $7,234-21.8% |