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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 | $58,057-34.3% | $97,032-60.7% | $86,983-56.1% |
| Participation rate | 35.4% | 60.4%-25.0pp | 71.6%-36.2pp | 69.5%-34.2pp |
| Annual return | 13.12% | 22.26%-9.1pp | 35.38%-22.3pp | 25.83%-12.7pp |
| Employer contribution / active EE | $778 | $1,663-53.2% | $2,629-70.4% | $2,584-69.9% |
| Participant deferral / active EE | $1,700 | $3,244-47.6% | $4,672-63.6% | $4,194-59.5% |
| Admin fee / account holder | $14,912 | $4,839+208.2% | $9,418+58.3% | $7,856+89.8% |