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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 | $37,403 | $39,028-4.2% | $80,741-53.7% | $85,847-56.4% |
| Participation rate | 37.2% | 41.6%-4.3pp | 54.2%-17.0pp | 69.3%-32.1pp |
| Annual return | 10.64% | 26.31%-15.7pp | 87.30%-76.7pp | 318.61%-308.0pp |
| Employer contribution / active EE | $489 | $722-32.3% | $1,160-57.9% | $2,565-80.9% |
| Participant deferral / active EE | $1,661 | $1,326+25.3% | $2,145-22.6% | $3,952-58.0% |
| Admin fee / account holder | $9,861 | $2,429+306.0% | $3,380+191.7% | $6,261+57.5% |