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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 | $35,937 | $71,197-49.5% | $93,669-61.6% | $80,925-55.6% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.7%-27.7pp |
| Annual return | 9.11% | 11.27%-2.2pp | 133.59%-124.5pp | 35.65%-26.5pp |
| Employer contribution / active EE | $516 | $1,565-67.0% | $2,424-78.7% | $2,756-81.3% |
| Participant deferral / active EE | $1,282 | $4,036-68.2% | $4,416-71.0% | $4,299-70.2% |
| Admin fee / account holder | $14,499 | $6,959+108.4% | $8,291+74.9% | $6,940+108.9% |