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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 | $39,492 | $77,814-49.2% | $158,223-75.0% | $86,983-54.6% |
| Participation rate | 35.6% | 68.4%-32.9pp | 79.2%-43.6pp | 69.5%-34.0pp |
| Annual return | 8.78% | 30.54%-21.8pp | 52.09%-43.3pp | 25.83%-17.1pp |
| Employer contribution / active EE | $332 | $2,592-87.2% | $4,109-91.9% | $2,584-87.1% |
| Participant deferral / active EE | $1,317 | $3,270-59.7% | $5,467-75.9% | $4,194-68.6% |
| Admin fee / account holder | $17,527 | $5,879+198.1% | $16,047+9.2% | $7,856+123.1% |