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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 | $36,734 | $46,877-21.6% | $122,354-70.0% | $70,126-47.6% |
| Participation rate | 45.1% | 58.2%-13.1pp | 71.6%-26.5pp | 69.5%-24.4pp |
| Annual return | 9.30% | 24.22%-14.9pp | 30.28%-21.0pp | 73.15%-63.8pp |
| Employer contribution / active EE | $448 | $1,288-65.2% | $4,051-88.9% | $2,343-80.9% |
| Participant deferral / active EE | $1,487 | $2,167-31.4% | $3,287-54.8% | $3,332-55.4% |
| Admin fee / account holder | $2,437 | $3,324-26.7% | $5,479-55.5% | $4,645-47.5% |