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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 | $45,312-12.3% | $86,233-53.9% | $67,986-41.6% |
| Participation rate | 19.9% | 42.4%-22.5pp | 69.0%-49.1pp | 57.2%-37.3pp |
| Annual return | 11.99% | 24.79%-12.8pp | 61.39%-49.4pp | 31.67%-19.7pp |
| Employer contribution / active EE | $681 | $1,160-41.3% | $2,504-72.8% | $2,019-66.3% |
| Participant deferral / active EE | $549 | $2,185-74.9% | $4,559-88.0% | $3,358-83.6% |
| Admin fee / account holder | $5,635 | $3,295+71.0% | $8,342-32.5% | $3,203+75.9% |