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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 | $35,499 | $75,541-53.0% | $152,093-76.7% | $82,637-57.0% |
| Participation rate | 49.3% | 66.5%-17.3pp | 77.8%-28.5pp | 68.1%-18.8pp |
| Annual return | 12.69% | 32.56%-19.9pp | 66.36%-53.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $372 | $2,622-85.8% | $4,175-91.1% | $2,552-85.4% |
| Participant deferral / active EE | $1,858 | $3,206-42.0% | $5,451-65.9% | $4,126-55.0% |
| Admin fee / account holder | $12,664 | $6,405+97.7% | $14,497-12.6% | $7,339+72.6% |