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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 | $33,218 | $51,708-35.8% | $106,619-68.8% | $62,881-47.2% |
| Participation rate | 37.9% | 66.9%-28.9pp | 78.0%-40.1pp | 69.3%-31.4pp |
| Annual return | 4.12% | 4.69%-0.6pp | 9.42%-5.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $700 | $1,764-60.3% | $3,947-82.3% | $2,281-69.3% |
| Participant deferral / active EE | $1,846 | $2,315-20.3% | $3,930-53.0% | $3,203-42.4% |
| Admin fee / account holder | $5,147 | $3,349+53.7% | $6,418-19.8% | $4,296+19.8% |