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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 | $48,050-23.1% | $96,754-61.8% | $64,340-42.5% |
| Participation rate | 20.4% | 40.6%-20.2pp | 70.3%-49.9pp | 55.2%-34.9pp |
| Annual return | 11.34% | 23.41%-12.1pp | 82.04%-70.7pp | 24.14%-12.8pp |
| Employer contribution / active EE | $171 | $1,204-85.8% | $2,679-93.6% | $1,862-90.8% |
| Participant deferral / active EE | $1,313 | $2,191-40.1% | $4,758-72.4% | $2,980-55.9% |
| Admin fee / account holder | $4,602 | $3,741+23.0% | $8,905-48.3% | $3,703+24.3% |