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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 | $39,223 | $52,580-25.4% | $71,671-45.3% | $70,126-44.1% |
| Participation rate | 22.9% | 60.9%-38.0pp | 68.7%-45.8pp | 69.5%-46.6pp |
| Annual return | 8.70% | 20.25%-11.6pp | 20.65%-12.0pp | 73.15%-64.5pp |
| Employer contribution / active EE | $566 | $1,616-65.0% | $2,460-77.0% | $2,343-75.8% |
| Participant deferral / active EE | $1,675 | $2,386-29.8% | $3,438-51.3% | $3,332-49.7% |
| Admin fee / account holder | $3,836 | $3,653+5.0% | $5,558-31.0% | $4,645-17.4% |