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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 | $35,158 | $76,407-54.0% | $150,298-76.6% | $82,448-57.4% |
| Participation rate | 49.4% | 66.4%-17.0pp | 77.8%-28.4pp | 68.1%-18.7pp |
| Annual return | 11.81% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $741 | $2,614-71.7% | $4,154-82.2% | $2,551-71.0% |
| Participant deferral / active EE | $1,654 | $3,214-48.5% | $5,453-69.7% | $4,139-60.0% |
| Admin fee / account holder | $4,382 | $6,352-31.0% | $14,116-69.0% | $7,234-39.4% |