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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 | $71,057-48.6% | $93,654-61.0% | $80,874-54.9% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.6%-25.3pp |
| Annual return | 7.10% | 11.26%-4.2pp | 133.34%-126.2pp | 35.62%-28.5pp |
| Employer contribution / active EE | $865 | $1,564-44.7% | $2,421-64.3% | $2,756-68.6% |
| Participant deferral / active EE | $2,455 | $4,034-39.2% | $4,413-44.4% | $4,297-42.9% |
| Admin fee / account holder | $26,379 | $6,944+279.9% | $8,282+218.5% | $6,935+280.4% |