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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 | $35,349 | $76,407-53.7% | $150,298-76.5% | $82,448-57.1% |
| Participation rate | 51.9% | 66.4%-14.5pp | 77.8%-25.8pp | 68.1%-16.1pp |
| Annual return | 11.72% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $430 | $2,614-83.6% | $4,154-89.6% | $2,551-83.1% |
| Participant deferral / active EE | $1,736 | $3,214-46.0% | $5,453-68.2% | $4,139-58.1% |
| Admin fee / account holder | $1,429 | $6,352-77.5% | $14,116-89.9% | $7,234-80.3% |