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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 | $71,208-46.0% | $93,681-58.9% | $80,911-52.5% |
| Participation rate | 29.3% | 60.4%-31.1pp | 68.7%-39.5pp | 67.6%-38.4pp |
| Annual return | 9.71% | 11.27%-1.6pp | 133.47%-123.8pp | 35.63%-25.9pp |
| Employer contribution / active EE | $773 | $1,564-50.6% | $2,422-68.1% | $2,756-71.9% |
| Participant deferral / active EE | $2,221 | $4,035-45.0% | $4,415-49.7% | $4,297-48.3% |
| Admin fee / account holder | $1,427 | $6,951-79.5% | $8,290-82.8% | $6,935-79.4% |