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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 | $36,099 | $58,828-38.6% | $78,002-53.7% | $62,881-42.6% |
| Participation rate | 47.1% | 71.1%-23.9pp | 75.5%-28.4pp | 69.3%-22.2pp |
| Annual return | 1.81% | 17.16%-15.4pp | 425.99%-424.2pp | 20.14%-18.3pp |
| Employer contribution / active EE | $968 | $1,672-42.1% | $2,470-60.8% | $2,281-57.6% |
| Participant deferral / active EE | $1,520 | $2,686-43.4% | $3,497-56.5% | $3,203-52.6% |
| Admin fee / account holder | $4,432 | $4,393+0.9% | $5,481-19.1% | $4,296+3.2% |