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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 | $36,110 | $58,057-37.8% | $97,032-62.8% | $86,983-58.5% |
| Participation rate | 23.3% | 60.4%-37.0pp | 71.6%-48.2pp | 69.5%-46.2pp |
| Annual return | 10.39% | 22.26%-11.9pp | 35.38%-25.0pp | 25.83%-15.4pp |
| Employer contribution / active EE | $509 | $1,663-69.4% | $2,629-80.6% | $2,584-80.3% |
| Participant deferral / active EE | $1,374 | $3,244-57.6% | $4,672-70.6% | $4,194-67.2% |
| Admin fee / account holder | $32,732 | $4,839+576.5% | $9,418+247.6% | $7,856+316.7% |