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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 | $38,826 | $72,273-46.3% | $101,275-61.7% | $79,856-51.4% |
| Participation rate | 55.4% | 68.5%-13.1pp | 75.8%-20.4pp | 69.6%-14.3pp |
| Annual return | 8.57% | 22.30%-13.7pp | 46.48%-37.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $697 | $2,691-74.1% | $3,660-81.0% | $2,471-71.8% |
| Participant deferral / active EE | $2,039 | $3,282-37.9% | $4,371-53.3% | $3,741-45.5% |
| Admin fee / account holder | $2,575 | $4,401-41.5% | $5,948-56.7% | $5,306-51.5% |