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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 | $35,420 | $76,407-53.6% | $150,298-76.4% | $82,448-57.0% |
| Participation rate | 42.1% | 66.4%-24.3pp | 77.8%-35.7pp | 68.1%-26.0pp |
| Annual return | 13.03% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $611 | $2,614-76.6% | $4,154-85.3% | $2,551-76.0% |
| Participant deferral / active EE | $1,476 | $3,214-54.1% | $5,453-72.9% | $4,139-64.3% |
| Admin fee / account holder | $4,760 | $6,352-25.1% | $14,116-66.3% | $7,234-34.2% |