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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 | $77,814-54.8% | $158,223-77.8% | $86,983-59.6% |
| Participation rate | 49.4% | 68.4%-19.0pp | 79.2%-29.8pp | 69.5%-20.2pp |
| Annual return | 11.81% | 30.54%-18.7pp | 52.09%-40.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $741 | $2,592-71.4% | $4,109-82.0% | $2,584-71.3% |
| Participant deferral / active EE | $1,654 | $3,270-49.4% | $5,467-69.7% | $4,194-60.5% |
| Admin fee / account holder | $4,382 | $5,879-25.5% | $16,047-72.7% | $7,856-44.2% |