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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 | $37,978 | $53,777-29.4% | $134,155-71.7% | $79,858-52.4% |
| Participation rate | 43.0% | 58.8%-15.7pp | 72.2%-29.1pp | 69.6%-26.6pp |
| Annual return | 9.74% | 19.01%-9.3pp | 36.34%-26.6pp | 31.72%-22.0pp |
| Employer contribution / active EE | $702 | $1,321-46.8% | $3,705-81.0% | $2,471-71.6% |
| Participant deferral / active EE | $1,312 | $2,420-45.8% | $3,500-62.5% | $3,740-64.9% |
| Admin fee / account holder | $867 | $3,984-78.2% | $6,685-87.0% | $5,306-83.7% |