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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 | $37,107 | $81,331-54.4% | $155,534-76.1% | $80,935-54.2% |
| Participation rate | 22.9% | 66.3%-43.4pp | 78.2%-55.4pp | 67.7%-44.8pp |
| Annual return | 8.19% | 33.37%-25.2pp | 64.92%-56.7pp | 35.66%-27.5pp |
| Employer contribution / active EE | $619 | $3,105-80.1% | $4,675-86.8% | $2,757-77.5% |
| Participant deferral / active EE | $1,894 | $3,454-45.2% | $5,630-66.4% | $4,299-56.0% |
| Admin fee / account holder | $17,200 | $7,999+115.0% | $15,900+8.2% | $6,924+148.4% |