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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 | $38,869 | $37,446+3.8% | $77,513-49.9% | $79,852-51.3% |
| Participation rate | 31.0% | 41.5%-10.6pp | 54.2%-23.2pp | 69.6%-38.7pp |
| Annual return | 10.17% | 39.76%-29.6pp | 54.81%-44.6pp | 31.72%-21.6pp |
| Employer contribution / active EE | $114 | $637-82.1% | $987-88.5% | $2,471-95.4% |
| Participant deferral / active EE | $1,033 | $1,261-18.1% | $1,861-44.5% | $3,740-72.4% |
| Admin fee / account holder | $2,432 | $2,506-2.9% | $2,859-14.9% | $5,306-54.2% |