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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 | $38,459 | $71,215-46.0% | $93,696-59.0% | $80,935-52.5% |
| Participation rate | 29.3% | 60.4%-31.1pp | 68.7%-39.5pp | 67.7%-38.4pp |
| Annual return | 9.71% | 11.27%-1.6pp | 133.74%-124.0pp | 35.66%-26.0pp |
| Employer contribution / active EE | $773 | $1,565-50.6% | $2,422-68.1% | $2,757-72.0% |
| Participant deferral / active EE | $2,221 | $4,037-45.0% | $4,417-49.7% | $4,299-48.4% |
| Admin fee / account holder | $1,427 | $6,958-79.5% | $8,287-82.8% | $6,924-79.4% |