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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 | $36,719 | $37,156-1.2% | $83,854-56.2% | $86,983-57.8% |
| Participation rate | 33.9% | 49.1%-15.2pp | 59.1%-25.2pp | 69.5%-35.7pp |
| Annual return | 12.81% | 29.88%-17.1pp | 31.39%-18.6pp | 25.83%-13.0pp |
| Employer contribution / active EE | $549 | $661-17.0% | $1,017-46.1% | $2,584-78.8% |
| Participant deferral / active EE | $700 | $1,418-50.6% | $2,035-65.6% | $4,194-83.3% |
| Admin fee / account holder | $13,451 | $2,510+435.9% | $3,197+320.8% | $7,856+71.2% |