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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 | $39,969 | $64,920-38.4% | $103,693-61.5% | $86,983-54.0% |
| Participation rate | 48.8% | 63.6%-14.8pp | 72.6%-23.8pp | 69.5%-20.7pp |
| Annual return | 11.00% | 30.29%-19.3pp | 47.61%-36.6pp | 25.83%-14.8pp |
| Employer contribution / active EE | $613 | $2,141-71.4% | $2,920-79.0% | $2,584-76.3% |
| Participant deferral / active EE | $3,372 | $3,241+4.0% | $4,579-26.4% | $4,194-19.6% |
| Admin fee / account holder | $1,267 | $6,191-79.5% | $7,858-83.9% | $7,856-83.9% |