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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 | $34,626 | $48,364-28.4% | $71,796-51.8% | $62,881-44.9% |
| Participation rate | 41.3% | 60.6%-19.3pp | 69.1%-27.8pp | 69.3%-28.0pp |
| Annual return | 4.42% | 13.16%-8.7pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $592 | $1,042-43.1% | $1,924-69.2% | $2,281-74.0% |
| Participant deferral / active EE | $1,563 | $2,091-25.3% | $2,794-44.1% | $3,203-51.2% |
| Admin fee / account holder | $8,985 | $3,771+138.2% | $4,815+86.6% | $4,296+109.2% |