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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 | $58,848-32.7% | $88,179-55.1% | $82,637-52.0% |
| Participation rate | 36.4% | 57.9%-21.5pp | 69.1%-32.8pp | 68.1%-31.7pp |
| Annual return | 7.72% | 22.76%-15.0pp | 64.97%-57.2pp | 53.51%-45.8pp |
| Employer contribution / active EE | $514 | $1,678-69.4% | $2,549-79.8% | $2,552-79.9% |
| Participant deferral / active EE | $1,289 | $3,124-58.7% | $4,614-72.1% | $4,126-68.8% |
| Admin fee / account holder | $2,612 | $4,795-45.5% | $7,673-66.0% | $7,339-64.4% |