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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 | $35,333 | $77,638-54.5% | $156,551-77.4% | $62,881-43.8% |
| Participation rate | 53.8% | 71.2%-17.4pp | 84.0%-30.2pp | 69.3%-15.5pp |
| Annual return | 1.55% | 50.33%-48.8pp | 32.23%-30.7pp | 20.14%-18.6pp |
| Employer contribution / active EE | $418 | $3,444-87.9% | $5,501-92.4% | $2,281-81.7% |
| Participant deferral / active EE | $3,466 | $3,046+13.8% | $4,871-28.8% | $3,203+8.2% |
| Admin fee / account holder | $1,244 | $5,561-77.6% | $13,028-90.5% | $4,296-71.0% |