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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 | $35,611 | $41,377-13.9% | $109,313-67.4% | $62,881-43.4% |
| Participation rate | 46.9% | 57.5%-10.7pp | 71.3%-24.4pp | 69.3%-22.4pp |
| Annual return | 4.15% | 11.05%-6.9pp | 22.07%-17.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $504 | $1,276-60.5% | $3,892-87.1% | $2,281-77.9% |
| Participant deferral / active EE | $1,507 | $2,045-26.3% | $3,166-52.4% | $3,203-52.9% |
| Admin fee / account holder | $5,385 | $2,884+86.7% | $5,666-5.0% | $4,296+25.4% |