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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 | $33,534 | $56,894-41.1% | $84,753-60.4% | $62,881-46.7% |
| Participation rate | 46.2% | 68.5%-22.4pp | 76.6%-30.4pp | 69.3%-23.2pp |
| Annual return | 4.00% | 6.30%-2.3pp | 22.78%-18.8pp | 20.14%-16.1pp |
| Employer contribution / active EE | $911 | $2,400-62.0% | $3,574-74.5% | $2,281-60.0% |
| Participant deferral / active EE | $2,344 | $2,709-13.5% | $3,712-36.8% | $3,203-26.8% |
| Admin fee / account holder | $19,159 | $3,581+435.0% | $5,333+259.2% | $4,296+346.0% |