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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 | $39,861 | $63,082-36.8% | $81,716-51.2% | $79,852-50.1% |
| Participation rate | 26.5% | 67.5%-41.1pp | 72.0%-45.5pp | 69.6%-43.2pp |
| Annual return | 5.32% | 22.66%-17.3pp | 29.49%-24.2pp | 31.72%-26.4pp |
| Employer contribution / active EE | $501 | $1,795-72.1% | $4,310-88.4% | $2,471-79.7% |
| Participant deferral / active EE | $1,210 | $2,780-56.5% | $7,108-83.0% | $3,740-67.6% |
| Admin fee / account holder | $1,391 | $4,428-68.6% | $5,159-73.0% | $5,306-73.8% |