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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 | $38,724 | $56,054-30.9% | $171,082-77.4% | $62,881-38.4% |
| Participation rate | 40.5% | 62.9%-22.3pp | 76.7%-36.2pp | 69.3%-28.8pp |
| Annual return | 4.90% | 22.52%-17.6pp | 32.56%-27.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $725 | $1,731-58.1% | $4,002-81.9% | $2,281-68.2% |
| Participant deferral / active EE | $1,793 | $3,158-43.2% | $4,797-62.6% | $3,203-44.0% |
| Admin fee / account holder | $17,312 | $3,647+374.7% | $8,520+103.2% | $4,296+303.0% |