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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 | $35,451 | $68,852-48.5% | $120,524-70.6% | $80,925-56.2% |
| Participation rate | 42.6% | 61.6%-19.1pp | 71.9%-29.4pp | 67.7%-25.1pp |
| Annual return | 9.64% | 23.67%-14.0pp | 107.36%-97.7pp | 35.65%-26.0pp |
| Employer contribution / active EE | $612 | $2,063-70.4% | $3,469-82.4% | $2,756-77.8% |
| Participant deferral / active EE | $2,008 | $3,187-37.0% | $4,994-59.8% | $4,299-53.3% |
| Admin fee / account holder | $2,777 | $5,781-52.0% | $9,440-70.6% | $6,940-60.0% |