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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 | $38,271 | $46,877-18.4% | $122,354-68.7% | $70,126-45.4% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 11.80% | 24.22%-12.4pp | 30.28%-18.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $598 | $1,288-53.6% | $4,051-85.2% | $2,343-74.5% |
| Participant deferral / active EE | $1,713 | $2,167-21.0% | $3,287-47.9% | $3,332-48.6% |
| Admin fee / account holder | $9,796 | $3,324+194.7% | $5,479+78.8% | $4,645+110.9% |