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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 | $39,633 | $58,057-31.7% | $97,032-59.2% | $86,983-54.4% |
| Participation rate | 36.4% | 60.4%-24.0pp | 71.6%-35.2pp | 69.5%-33.2pp |
| Annual return | 7.72% | 22.26%-14.5pp | 35.38%-27.7pp | 25.83%-18.1pp |
| Employer contribution / active EE | $514 | $1,663-69.1% | $2,629-80.5% | $2,584-80.1% |
| Participant deferral / active EE | $1,289 | $3,244-60.3% | $4,672-72.4% | $4,194-69.3% |
| Admin fee / account holder | $2,612 | $4,839-46.0% | $9,418-72.3% | $7,856-66.8% |