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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 | $38,731 | $78,690-50.8% | $161,489-76.0% | $87,485-55.7% |
| Participation rate | 39.3% | 67.5%-28.2pp | 78.7%-39.4pp | 68.9%-29.6pp |
| Annual return | 11.01% | 32.74%-21.7pp | 89.72%-78.7pp | 26.06%-15.0pp |
| Employer contribution / active EE | $520 | $2,588-79.9% | $4,268-87.8% | $2,596-80.0% |
| Participant deferral / active EE | $2,000 | $3,311-39.6% | $5,630-64.5% | $4,274-53.2% |
| Admin fee / account holder | $721 | $6,724-89.3% | $16,006-95.5% | $7,775-90.7% |