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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 | $35,363 | $52,279-32.4% | $89,435-60.5% | $79,856-55.7% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 11.51% | 22.16%-10.6pp | 245.55%-234.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $376 | $1,572-76.1% | $2,587-85.5% | $2,471-84.8% |
| Participant deferral / active EE | $920 | $2,740-66.4% | $3,890-76.4% | $3,741-75.4% |
| Admin fee / account holder | $1,250 | $3,356-62.8% | $4,884-74.4% | $5,306-76.4% |