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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 | $37,109 | $68,586-45.9% | $120,380-69.2% | $80,911-54.1% |
| Participation rate | 48.6% | 61.6%-12.9pp | 71.9%-23.3pp | 67.6%-19.0pp |
| Annual return | 9.68% | 23.62%-13.9pp | 107.28%-97.6pp | 35.63%-25.9pp |
| Employer contribution / active EE | $981 | $2,053-52.2% | $3,465-71.7% | $2,756-64.4% |
| Participant deferral / active EE | $2,245 | $3,174-29.3% | $4,992-55.0% | $4,297-47.8% |
| Admin fee / account holder | $5,235 | $5,733-8.7% | $9,421-44.4% | $6,935-24.5% |