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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 | $37,446 | $57,119-34.4% | $85,187-56.0% | $80,935-53.7% |
| Participation rate | 52.2% | 56.4%-4.2pp | 67.5%-15.3pp | 67.7%-15.4pp |
| Annual return | 9.74% | 21.70%-12.0pp | 66.67%-56.9pp | 35.66%-25.9pp |
| Employer contribution / active EE | $463 | $1,802-74.3% | $2,732-83.1% | $2,757-83.2% |
| Participant deferral / active EE | $2,202 | $3,115-29.3% | $4,525-51.3% | $4,299-48.8% |
| Admin fee / account holder | $7,930 | $4,990+58.9% | $6,162+28.7% | $6,924+14.5% |