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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 | $68,878-46.1% | $120,574-69.2% | $80,935-54.1% |
| Participation rate | 48.6% | 61.7%-13.0pp | 71.9%-23.3pp | 67.7%-19.0pp |
| Annual return | 9.68% | 23.67%-14.0pp | 107.42%-97.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $981 | $2,065-52.5% | $3,471-71.7% | $2,757-64.4% |
| Participant deferral / active EE | $2,245 | $3,189-29.6% | $4,996-55.1% | $4,299-47.8% |
| Admin fee / account holder | $5,235 | $5,782-9.5% | $9,445-44.6% | $6,924-24.4% |