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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 | $36,966 | $44,746-17.4% | $88,179-58.1% | $64,097-42.3% |
| Participation rate | 20.4% | 39.8%-19.4pp | 69.1%-48.7pp | 55.2%-34.8pp |
| Annual return | 11.34% | 24.70%-13.4pp | 64.97%-53.6pp | 34.64%-23.3pp |
| Employer contribution / active EE | $171 | $1,078-84.2% | $2,549-93.3% | $1,891-91.0% |
| Participant deferral / active EE | $1,313 | $2,072-36.6% | $4,614-71.5% | $3,080-57.4% |
| Admin fee / account holder | $4,602 | $3,437+33.9% | $7,673-40.0% | $3,454+33.2% |