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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 | $38,335 | $71,523-46.4% | $98,461-61.1% | $71,511-46.4% |
| Participation rate | 61.5% | 72.7%-11.2pp | 75.2%-13.6pp | 67.9%-6.4pp |
| Annual return | 9.24% | 32.43%-23.2pp | 21.17%-11.9pp | 28.86%-19.6pp |
| Employer contribution / active EE | $751 | $2,399-68.7% | $3,049-75.4% | $2,589-71.0% |
| Participant deferral / active EE | $2,679 | $4,109-34.8% | $4,738-43.5% | $4,291-37.6% |
| Admin fee / account holder | $702 | $1,676-58.1% | $8,961-92.2% | $1,588-55.8% |