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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 | $37,946 | $81,358-53.4% | $155,556-75.6% | $80,959-53.1% |
| Participation rate | 38.6% | 66.3%-27.7pp | 78.2%-39.6pp | 67.7%-29.1pp |
| Annual return | 9.41% | 33.39%-24.0pp | 64.84%-55.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $518 | $3,106-83.3% | $4,675-88.9% | $2,757-81.2% |
| Participant deferral / active EE | $1,152 | $3,455-66.7% | $5,631-79.5% | $4,300-73.2% |
| Admin fee / account holder | $2,842 | $7,994-64.4% | $15,885-82.1% | $6,925-59.0% |