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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 | $37,378 | $72,273-48.3% | $101,275-63.1% | $79,856-53.2% |
| Participation rate | 42.3% | 68.5%-26.2pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | 10.31% | 22.30%-12.0pp | 46.48%-36.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,028 | $2,691-61.8% | $3,660-71.9% | $2,471-58.4% |
| Participant deferral / active EE | $1,467 | $3,282-55.3% | $4,371-66.4% | $3,741-60.8% |
| Admin fee / account holder | $10,043 | $4,401+128.2% | $5,948+68.9% | $5,306+89.3% |