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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 | $36,641 | $77,908-53.0% | $149,696-75.5% | $75,173-51.3% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 11.94% | 31.73%-19.8pp | 134.46%-122.5pp | 160.72%-148.8pp |
| Employer contribution / active EE | $739 | $3,138-76.4% | $4,821-84.7% | $2,671-72.3% |
| Participant deferral / active EE | $2,474 | $3,411-27.5% | $5,682-56.5% | $4,126-40.0% |
| Admin fee / account holder | $466 | $5,950-92.2% | $13,212-96.5% | $5,651-91.7% |