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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 | $37,996 | $77,908-51.2% | $149,696-74.6% | $75,173-49.5% |
| Participation rate | 48.7% | 65.6%-16.9pp | 78.8%-30.1pp | 67.2%-18.5pp |
| Annual return | 4.81% | 31.73%-26.9pp | 134.46%-129.6pp | 160.72%-155.9pp |
| Employer contribution / active EE | $1,116 | $3,138-64.4% | $4,821-76.8% | $2,671-58.2% |
| Participant deferral / active EE | $1,332 | $3,411-60.9% | $5,682-76.6% | $4,126-67.7% |
| Admin fee / account holder | $4,129 | $5,950-30.6% | $13,212-68.7% | $5,651-26.9% |