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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 | $36,060 | $91,198-60.5% | $178,503-79.8% | $79,856-54.8% |
| Participation rate | 44.8% | 69.2%-24.4pp | 81.9%-37.2pp | 69.6%-24.9pp |
| Annual return | 9.37% | 24.20%-14.8pp | 151.12%-141.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,257 | $3,257-61.4% | $5,011-74.9% | $2,471-49.1% |
| Participant deferral / active EE | $3,171 | $3,237-2.0% | $5,202-39.0% | $3,741-15.2% |
| Admin fee / account holder | $861 | $6,748-87.2% | $13,987-93.8% | $5,306-83.8% |