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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 | $38,367 | $57,828-33.7% | $117,039-67.2% | $70,126-45.3% |
| Participation rate | 35.4% | 67.1%-31.7pp | 77.2%-41.8pp | 69.5%-34.1pp |
| Annual return | 7.66% | 17.55%-9.9pp | 18.95%-11.3pp | 73.15%-65.5pp |
| Employer contribution / active EE | $721 | $1,816-60.3% | $3,785-80.9% | $2,343-69.2% |
| Participant deferral / active EE | $1,677 | $2,438-31.2% | $3,929-57.3% | $3,332-49.7% |
| Admin fee / account holder | $981 | $3,548-72.3% | $5,974-83.6% | $4,645-78.9% |