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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 | $97,648-62.3% | $121,663-69.7% | $87,485-57.9% |
| Participation rate | 28.0% | 70.5%-42.5pp | 74.5%-46.5pp | 68.9%-40.9pp |
| Annual return | 9.67% | 18.03%-8.4pp | 147.54%-137.9pp | 26.06%-16.4pp |
| Employer contribution / active EE | $874 | $2,300-62.0% | $3,020-71.1% | $2,596-66.3% |
| Participant deferral / active EE | $1,917 | $3,923-51.1% | $4,887-60.8% | $4,274-55.1% |
| Admin fee / account holder | $40,160 | $11,100+261.8% | $14,289+181.1% | $7,775+416.5% |