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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 | $36,971 | $46,877-21.1% | $122,354-69.8% | $70,126-47.3% |
| Participation rate | 15.7% | 58.2%-42.5pp | 71.6%-56.0pp | 69.5%-53.9pp |
| Annual return | 11.05% | 24.22%-13.2pp | 30.28%-19.2pp | 73.15%-62.1pp |
| Employer contribution / active EE | $473 | $1,288-63.3% | $4,051-88.3% | $2,343-79.8% |
| Participant deferral / active EE | $874 | $2,167-59.7% | $3,287-73.4% | $3,332-73.8% |
| Admin fee / account holder | $9,526 | $3,324+186.6% | $5,479+73.9% | $4,645+105.0% |