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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 | $37,269 | $62,166-40.0% | $81,286-54.2% | $74,429-49.9% |
| Participation rate | 33.0% | 64.1%-31.1pp | 69.5%-36.5pp | 67.2%-34.2pp |
| Annual return | 9.98% | 16.50%-6.5pp | 24.80%-14.8pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $1,000 | $1,881-46.9% | $2,463-59.4% | $2,625-61.9% |
| Participant deferral / active EE | $1,788 | $3,223-44.5% | $3,883-54.0% | $4,348-58.9% |
| Admin fee / account holder | $1,714 | $1,925-10.9% | $5,764-70.3% | $1,944-11.8% |