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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 | $36,336 | $81,262-55.3% | $155,602-76.6% | $80,911-55.1% |
| Participation rate | 55.4% | 66.2%-10.9pp | 78.2%-22.8pp | 67.6%-12.3pp |
| Annual return | 9.40% | 33.34%-23.9pp | 64.81%-55.4pp | 35.63%-26.2pp |
| Employer contribution / active EE | $662 | $3,102-78.6% | $4,675-85.8% | $2,756-76.0% |
| Participant deferral / active EE | $1,050 | $3,451-69.6% | $5,629-81.3% | $4,297-75.6% |
| Admin fee / account holder | $822 | $7,992-89.7% | $15,923-94.8% | $6,935-88.2% |