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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 | $37,757 | $46,877-19.5% | $122,354-69.1% | $70,126-46.2% |
| Participation rate | 51.8% | 58.2%-6.4pp | 71.6%-19.8pp | 69.5%-17.7pp |
| Annual return | 12.85% | 24.22%-11.4pp | 30.28%-17.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $236 | $1,288-81.7% | $4,051-94.2% | $2,343-89.9% |
| Participant deferral / active EE | $1,861 | $2,167-14.1% | $3,287-43.4% | $3,332-44.1% |
| Admin fee / account holder | $1,934 | $3,324-41.8% | $5,479-64.7% | $4,645-58.4% |