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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 | $60,442-36.9% | $96,754-60.6% | $87,485-56.4% |
| Participation rate | 35.4% | 58.7%-23.3pp | 70.3%-34.9pp | 68.9%-33.5pp |
| Annual return | 13.12% | 21.97%-8.9pp | 82.04%-68.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $778 | $1,691-54.0% | $2,679-71.0% | $2,596-70.0% |
| Participant deferral / active EE | $1,700 | $3,280-48.2% | $4,758-64.3% | $4,274-60.2% |
| Admin fee / account holder | $14,912 | $5,069+194.2% | $8,905+67.5% | $7,775+91.8% |