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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 | $36,836 | $53,777-31.5% | $134,155-72.5% | $79,858-53.9% |
| Participation rate | 47.4% | 58.8%-11.4pp | 72.2%-24.8pp | 69.6%-22.3pp |
| Annual return | 7.55% | 19.01%-11.5pp | 36.34%-28.8pp | 31.72%-24.2pp |
| Employer contribution / active EE | $352 | $1,321-73.3% | $3,705-90.5% | $2,471-85.7% |
| Participant deferral / active EE | $2,113 | $2,420-12.7% | $3,500-39.6% | $3,740-43.5% |
| Admin fee / account holder | $18,079 | $3,984+353.8% | $6,685+170.4% | $5,306+240.7% |