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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 | $36,775 | $52,580-30.1% | $71,671-48.7% | $70,131-47.6% |
| Participation rate | 50.6% | 60.9%-10.2pp | 68.7%-18.1pp | 69.5%-18.9pp |
| Annual return | 10.78% | 20.25%-9.5pp | 20.65%-9.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $400 | $1,616-75.2% | $2,460-83.7% | $2,342-82.9% |
| Participant deferral / active EE | $1,641 | $2,386-31.2% | $3,438-52.3% | $3,332-50.8% |
| Admin fee / account holder | $1,985 | $3,653-45.7% | $5,558-64.3% | $4,645-57.3% |