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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 | $39,329 | $56,054-29.8% | $171,082-77.0% | $62,881-37.5% |
| Participation rate | 62.2% | 62.9%-0.7pp | 76.7%-14.5pp | 69.3%-7.1pp |
| Annual return | 4.73% | 22.52%-17.8pp | 32.56%-27.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $920 | $1,731-46.9% | $4,002-77.0% | $2,281-59.7% |
| Participant deferral / active EE | $1,371 | $3,158-56.6% | $4,797-71.4% | $3,203-57.2% |
| Admin fee / account holder | $9,693 | $3,647+165.8% | $8,520+13.8% | $4,296+125.6% |