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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 | $36,398 | $61,605-40.9% | $112,273-67.6% | $75,181-51.6% |
| Participation rate | 45.9% | 61.7%-15.7pp | 72.4%-26.5pp | 67.2%-21.3pp |
| Annual return | 12.05% | 28.47%-16.4pp | 30.23%-18.2pp | 160.69%-148.6pp |
| Employer contribution / active EE | $923 | $2,015-54.2% | $3,431-73.1% | $2,671-65.4% |
| Participant deferral / active EE | $1,994 | $3,108-35.8% | $4,800-58.5% | $4,126-51.7% |
| Admin fee / account holder | $3,185 | $4,862-34.5% | $7,752-58.9% | $5,650-43.6% |