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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 | $36,731 | $60,349-39.1% | $74,184-50.5% | $62,881-41.6% |
| Participation rate | 57.1% | 72.7%-15.6pp | 76.6%-19.5pp | 69.3%-12.2pp |
| Annual return | 4.15% | 21.38%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $602 | $1,680-64.2% | $2,370-74.6% | $2,281-73.6% |
| Participant deferral / active EE | $2,032 | $2,856-28.9% | $3,550-42.8% | $3,203-36.6% |
| Admin fee / account holder | $13,280 | $4,261+211.7% | $5,586+137.8% | $4,296+209.1% |