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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 | $38,624 | $46,877-17.6% | $122,354-68.4% | $70,126-44.9% |
| Participation rate | 39.6% | 58.2%-18.6pp | 71.6%-32.0pp | 69.5%-29.9pp |
| Annual return | 11.97% | 24.22%-12.2pp | 30.28%-18.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $548 | $1,288-57.5% | $4,051-86.5% | $2,343-76.6% |
| Participant deferral / active EE | $1,161 | $2,167-46.5% | $3,287-64.7% | $3,332-65.2% |
| Admin fee / account holder | $475 | $3,324-85.7% | $5,479-91.3% | $4,645-89.8% |