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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 | $37,933 | $76,642-50.5% | $146,866-74.2% | $65,306-41.9% |
| Participation rate | 44.2% | 61.2%-17.0pp | 82.5%-38.3pp | 57.7%-13.5pp |
| Annual return | 12.42% | 33.40%-21.0pp | 102.85%-90.4pp | 21.94%-9.5pp |
| Employer contribution / active EE | $883 | $2,621-66.3% | $4,425-80.0% | $1,967-55.1% |
| Participant deferral / active EE | $2,991 | $4,864-38.5% | $7,759-61.5% | $2,959+1.1% |
| Admin fee / account holder | $15,723 | $3,960+297.0% | $13,620+15.4% | $3,480+351.8% |