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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 | $35,107 | $57,590-39.0% | $86,233-59.3% | $82,448-57.4% |
| Participation rate | 43.0% | 57.9%-14.8pp | 69.0%-26.0pp | 68.1%-25.0pp |
| Annual return | 12.51% | 22.41%-9.9pp | 61.39%-48.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $771 | $1,655-53.4% | $2,504-69.2% | $2,551-69.8% |
| Participant deferral / active EE | $1,143 | $3,080-62.9% | $4,559-74.9% | $4,139-72.4% |
| Admin fee / account holder | $2,177 | $4,730-54.0% | $8,342-73.9% | $7,234-69.9% |