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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 | $38,555 | $63,904-39.7% | $89,340-56.8% | $67,986-43.3% |
| Participation rate | 13.3% | 54.3%-41.1pp | 69.6%-56.3pp | 57.2%-43.9pp |
| Annual return | 11.74% | 18.09%-6.4pp | 20.57%-8.8pp | 31.67%-19.9pp |
| Employer contribution / active EE | $627 | $1,627-61.5% | $2,231-71.9% | $2,019-68.9% |
| Participant deferral / active EE | $1,126 | $2,691-58.1% | $3,823-70.5% | $3,358-66.5% |
| Admin fee / account holder | $3,790 | $3,315+14.4% | $6,704-43.5% | $3,203+18.3% |