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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 | $37,502 | $41,016-8.6% | $152,093-75.3% | $64,097-41.5% |
| Participation rate | 31.9% | 51.3%-19.4pp | 77.8%-45.8pp | 55.2%-23.3pp |
| Annual return | 9.05% | 39.60%-30.5pp | 66.36%-57.3pp | 34.64%-25.6pp |
| Employer contribution / active EE | $332 | $1,342-75.2% | $4,175-92.0% | $1,891-82.4% |
| Participant deferral / active EE | $1,225 | $1,927-36.4% | $5,451-77.5% | $3,080-60.2% |
| Admin fee / account holder | $3,018 | $2,305+30.9% | $14,497-79.2% | $3,454-12.6% |