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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 | $39,928 | $48,364-17.4% | $71,796-44.4% | $62,881-36.5% |
| Participation rate | 37.7% | 60.6%-22.9pp | 69.1%-31.4pp | 69.3%-31.6pp |
| Annual return | 1.98% | 13.16%-11.2pp | 78.04%-76.1pp | 20.14%-18.2pp |
| Employer contribution / active EE | $183 | $1,042-82.5% | $1,924-90.5% | $2,281-92.0% |
| Participant deferral / active EE | $1,140 | $2,091-45.5% | $2,794-59.2% | $3,203-64.4% |
| Admin fee / account holder | $2,337 | $3,771-38.0% | $4,815-51.5% | $4,296-45.6% |