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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 | $37,140 | $71,215-47.8% | $93,696-60.4% | $80,935-54.1% |
| Participation rate | 19.6% | 60.4%-40.8pp | 68.7%-49.1pp | 67.7%-48.0pp |
| Annual return | 9.50% | 11.27%-1.8pp | 133.74%-124.2pp | 35.66%-26.2pp |
| Employer contribution / active EE | $404 | $1,565-74.2% | $2,422-83.3% | $2,757-85.3% |
| Participant deferral / active EE | $1,900 | $4,037-52.9% | $4,417-57.0% | $4,299-55.8% |
| Admin fee / account holder | $302 | $6,958-95.7% | $8,287-96.4% | $6,924-95.6% |