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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 | $36,359 | $54,541-33.3% | $78,778-53.8% | $70,126-48.2% |
| Participation rate | 36.8% | 60.8%-24.0pp | 69.2%-32.3pp | 69.5%-32.7pp |
| Annual return | 10.47% | 21.07%-10.6pp | 35.62%-25.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $277 | $1,089-74.6% | $1,986-86.1% | $2,343-88.2% |
| Participant deferral / active EE | $1,442 | $2,210-34.7% | $2,958-51.2% | $3,332-56.7% |
| Admin fee / account holder | $1,944 | $3,709-47.6% | $5,134-62.1% | $4,645-58.2% |