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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 | $33,773 | $49,976-32.4% | $66,674-49.3% | $82,637-59.1% |
| Participation rate | 35.7% | 63.1%-27.4pp | 73.7%-38.0pp | 68.1%-32.3pp |
| Annual return | 11.49% | 39.09%-27.6pp | 321.24%-309.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $856 | $1,988-56.9% | $2,620-67.3% | $2,552-66.5% |
| Participant deferral / active EE | $1,145 | $2,847-59.8% | $4,084-72.0% | $4,126-72.3% |
| Admin fee / account holder | $1,952 | $4,594-57.5% | $5,098-61.7% | $7,339-73.4% |