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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 | $37,158 | $90,400-58.9% | $186,193-80.0% | $87,485-57.5% |
| Participation rate | 41.5% | 66.2%-24.7pp | 77.1%-35.6pp | 68.9%-27.5pp |
| Annual return | 9.91% | 22.15%-12.2pp | 78.03%-68.1pp | 26.06%-16.2pp |
| Employer contribution / active EE | $664 | $2,170-69.4% | $3,918-83.1% | $2,596-74.4% |
| Participant deferral / active EE | $3,796 | $4,330-12.3% | $6,513-41.7% | $4,274-11.2% |
| Admin fee / account holder | $30,978 | $8,673+257.2% | $11,058+180.1% | $7,775+298.4% |