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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 | $36,862 | $94,031-60.8% | $115,768-68.2% | $82,448-55.3% |
| Participation rate | 28.0% | 70.4%-42.4pp | 74.4%-46.4pp | 68.1%-40.1pp |
| Annual return | 9.67% | 20.61%-10.9pp | 100.46%-90.8pp | 41.64%-32.0pp |
| Employer contribution / active EE | $874 | $2,323-62.4% | $2,940-70.3% | $2,551-65.8% |
| Participant deferral / active EE | $1,917 | $3,972-51.7% | $4,917-61.0% | $4,139-53.7% |
| Admin fee / account holder | $40,160 | $10,249+291.8% | $12,439+222.8% | $7,234+455.1% |