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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 | $37,217 | $88,672-58.0% | $105,223-64.6% | $82,448-54.9% |
| Participation rate | 43.3% | 67.9%-24.6pp | 75.0%-31.7pp | 68.1%-24.7pp |
| Annual return | 5.09% | 30.86%-25.8pp | 180.65%-175.6pp | 41.64%-36.6pp |
| Employer contribution / active EE | $980 | $3,048-67.8% | $3,689-73.4% | $2,551-61.6% |
| Participant deferral / active EE | $2,544 | $4,036-37.0% | $5,072-49.8% | $4,139-38.5% |
| Admin fee / account holder | $2,869 | $7,146-59.8% | $8,859-67.6% | $7,234-60.3% |