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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 | $36,491 | $71,197-48.7% | $93,669-61.0% | $80,925-54.9% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.7%-25.4pp |
| Annual return | 7.10% | 11.27%-4.2pp | 133.59%-126.5pp | 35.65%-28.6pp |
| Employer contribution / active EE | $865 | $1,565-44.7% | $2,424-64.3% | $2,756-68.6% |
| Participant deferral / active EE | $2,455 | $4,036-39.2% | $4,416-44.4% | $4,299-42.9% |
| Admin fee / account holder | $26,379 | $6,959+279.1% | $8,291+218.2% | $6,940+280.1% |