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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 | $38,734 | $45,041-14.0% | $63,003-38.5% | $70,131-44.8% |
| Participation rate | 60.0% | 69.5%-9.5pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 9.90% | 18.76%-8.9pp | 87.59%-77.7pp | 73.14%-63.2pp |
| Employer contribution / active EE | $901 | $2,052-56.1% | $2,760-67.4% | $2,342-61.6% |
| Participant deferral / active EE | $1,575 | $2,465-36.1% | $3,329-52.7% | $3,332-52.7% |
| Admin fee / account holder | $2,708 | $2,836-4.5% | $3,600-24.8% | $4,645-41.7% |