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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 | $35,568 | $57,119-37.7% | $85,187-58.2% | $80,935-56.1% |
| Participation rate | 28.1% | 56.4%-28.3pp | 67.5%-39.4pp | 67.7%-39.5pp |
| Annual return | 8.79% | 21.70%-12.9pp | 66.67%-57.9pp | 35.66%-26.9pp |
| Employer contribution / active EE | $733 | $1,802-59.3% | $2,732-73.2% | $2,757-73.4% |
| Participant deferral / active EE | $2,182 | $3,115-30.0% | $4,525-51.8% | $4,299-49.3% |
| Admin fee / account holder | $16,029 | $4,990+221.2% | $6,162+160.1% | $6,924+131.5% |