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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 | $37,408 | $51,166-26.9% | $70,544-47.0% | $71,511-47.7% |
| Participation rate | 44.5% | 59.4%-14.8pp | 68.4%-23.8pp | 67.9%-23.4pp |
| Annual return | 9.81% | 42.71%-32.9pp | 32.79%-23.0pp | 28.86%-19.0pp |
| Employer contribution / active EE | $512 | $1,793-71.5% | $2,976-82.8% | $2,589-80.2% |
| Participant deferral / active EE | $1,370 | $3,031-54.8% | $4,568-70.0% | $4,291-68.1% |
| Admin fee / account holder | $7,858 | $2,000+292.9% | $6,427+22.3% | $1,588+394.7% |