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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 | $39,735 | $48,050-17.3% | $96,754-58.9% | $64,340-38.2% |
| Participation rate | 19.9% | 40.6%-20.7pp | 70.3%-50.4pp | 55.2%-35.3pp |
| Annual return | 11.99% | 23.41%-11.4pp | 82.04%-70.0pp | 24.14%-12.2pp |
| Employer contribution / active EE | $681 | $1,204-43.4% | $2,679-74.6% | $1,862-63.4% |
| Participant deferral / active EE | $549 | $2,191-74.9% | $4,758-88.5% | $2,980-81.6% |
| Admin fee / account holder | $5,635 | $3,741+50.6% | $8,905-36.7% | $3,703+52.2% |