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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 | $38,158 | $57,590-33.7% | $86,233-55.7% | $82,448-53.7% |
| Participation rate | 35.4% | 57.9%-22.5pp | 69.0%-33.6pp | 68.1%-32.7pp |
| Annual return | 13.12% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $778 | $1,655-53.0% | $2,504-68.9% | $2,551-69.5% |
| Participant deferral / active EE | $1,700 | $3,080-44.8% | $4,559-62.7% | $4,139-58.9% |
| Admin fee / account holder | $14,912 | $4,730+215.2% | $8,342+78.8% | $7,234+106.1% |