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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 | $36,049 | $81,358-55.7% | $155,556-76.8% | $80,959-55.5% |
| Participation rate | 30.3% | 66.3%-36.0pp | 78.2%-47.9pp | 67.7%-37.4pp |
| Annual return | 10.17% | 33.39%-23.2pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $615 | $3,106-80.2% | $4,675-86.8% | $2,757-77.7% |
| Participant deferral / active EE | $1,285 | $3,455-62.8% | $5,631-77.2% | $4,300-70.1% |
| Admin fee / account holder | $1,132 | $7,994-85.8% | $15,885-92.9% | $6,925-83.7% |