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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 | $36,282 | $57,541-36.9% | $95,728-62.1% | $75,181-51.7% |
| Participation rate | 43.2% | 62.5%-19.3pp | 72.3%-29.0pp | 67.2%-24.0pp |
| Annual return | 12.27% | 34.93%-22.7pp | 28.40%-16.1pp | 160.69%-148.4pp |
| Employer contribution / active EE | $362 | $1,808-80.0% | $2,835-87.2% | $2,671-86.4% |
| Participant deferral / active EE | $1,379 | $3,074-55.1% | $4,245-67.5% | $4,126-66.6% |
| Admin fee / account holder | $4,354 | $4,099+6.2% | $5,673-23.2% | $5,650-22.9% |