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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 | $35,327 | $75,541-53.2% | $152,093-76.8% | $82,637-57.3% |
| Participation rate | 53.1% | 66.5%-13.4pp | 77.8%-24.6pp | 68.1%-14.9pp |
| Annual return | 9.26% | 32.56%-23.3pp | 66.36%-57.1pp | 53.51%-44.3pp |
| Employer contribution / active EE | $441 | $2,622-83.2% | $4,175-89.4% | $2,552-82.7% |
| Participant deferral / active EE | $2,063 | $3,206-35.6% | $5,451-62.2% | $4,126-50.0% |
| Admin fee / account holder | $16,237 | $6,405+153.5% | $14,497+12.0% | $7,339+121.2% |