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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 | $38,702 | $86,949-55.5% | $102,460-62.2% | $80,959-52.2% |
| Participation rate | 23.3% | 72.4%-49.1pp | 76.5%-53.3pp | 67.7%-44.4pp |
| Annual return | 5.86% | 18.89%-13.0pp | 29.47%-23.6pp | 35.67%-29.8pp |
| Employer contribution / active EE | $836 | $2,370-64.7% | $3,025-72.4% | $2,757-69.7% |
| Participant deferral / active EE | $2,600 | $4,121-36.9% | $5,056-48.6% | $4,300-39.5% |
| Admin fee / account holder | $32,426 | $8,048+302.9% | $9,460+242.8% | $6,925+368.2% |