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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 | $37,733 | $65,027-42.0% | $90,970-58.5% | $79,852-52.7% |
| Participation rate | 56.0% | 61.6%-5.6pp | 69.0%-13.0pp | 69.6%-13.6pp |
| Annual return | 9.49% | 30.45%-21.0pp | 134.58%-125.1pp | 31.72%-22.2pp |
| Employer contribution / active EE | $747 | $1,247-40.1% | $2,122-64.8% | $2,471-69.8% |
| Participant deferral / active EE | $1,841 | $2,512-26.7% | $3,373-45.4% | $3,740-50.8% |
| Admin fee / account holder | $11,378 | $4,535+150.9% | $5,960+90.9% | $5,306+114.4% |