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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 | $31,770 | $58,057-45.3% | $97,032-67.3% | $86,983-63.5% |
| Participation rate | 32.5% | 60.4%-27.9pp | 71.6%-39.1pp | 69.5%-37.0pp |
| Annual return | 13.28% | 22.26%-9.0pp | 35.38%-22.1pp | 25.83%-12.5pp |
| Employer contribution / active EE | $725 | $1,663-56.4% | $2,629-72.4% | $2,584-72.0% |
| Participant deferral / active EE | $1,838 | $3,244-43.3% | $4,672-60.7% | $4,194-56.2% |
| Admin fee / account holder | $1,684 | $4,839-65.2% | $9,418-82.1% | $7,856-78.6% |