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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 | $76,407-49.3% | $150,298-74.2% | $82,448-53.0% |
| Participation rate | 39.3% | 66.4%-27.1pp | 77.8%-38.5pp | 68.1%-28.8pp |
| Annual return | 11.01% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $520 | $2,614-80.1% | $4,154-87.5% | $2,551-79.6% |
| Participant deferral / active EE | $2,000 | $3,214-37.8% | $5,453-63.3% | $4,139-51.7% |
| Admin fee / account holder | $721 | $6,352-88.7% | $14,116-94.9% | $7,234-90.0% |