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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 | $36,158 | $96,731-62.6% | $123,973-70.8% | $86,983-58.4% |
| Participation rate | 30.8% | 70.0%-39.2pp | 76.7%-45.9pp | 69.5%-38.8pp |
| Annual return | 0.33% | 17.33%-17.0pp | 388.13%-387.8pp | 25.83%-25.5pp |
| Employer contribution / active EE | $1,815 | $3,297-44.9% | $4,126-56.0% | $2,584-29.8% |
| Participant deferral / active EE | $3,492 | $4,152-15.9% | $5,247-33.4% | $4,194-16.7% |
| Admin fee / account holder | $9,797 | $8,722+12.3% | $11,799-17.0% | $7,856+24.7% |