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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 | $37,647 | $59,839-37.1% | $81,988-54.1% | $79,858-52.9% |
| Participation rate | 55.9% | 61.6%-5.7pp | 69.3%-13.4pp | 69.6%-13.8pp |
| Annual return | 9.35% | 17.56%-8.2pp | 41.31%-32.0pp | 31.72%-22.4pp |
| Employer contribution / active EE | $602 | $1,713-64.9% | $2,498-75.9% | $2,471-75.7% |
| Participant deferral / active EE | $2,256 | $2,695-16.3% | $3,722-39.4% | $3,740-39.7% |
| Admin fee / account holder | $3,348 | $4,287-21.9% | $5,665-40.9% | $5,306-36.9% |