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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 | $38,709 | $64,324-39.8% | $118,946-67.5% | $79,852-51.5% |
| Participation rate | 30.9% | 64.9%-34.0pp | 75.4%-44.5pp | 69.6%-38.8pp |
| Annual return | 8.19% | 86.45%-78.3pp | 35.89%-27.7pp | 31.72%-23.5pp |
| Employer contribution / active EE | $573 | $1,836-68.8% | $3,263-82.5% | $2,471-76.8% |
| Participant deferral / active EE | $1,215 | $2,824-57.0% | $4,266-71.5% | $3,740-67.5% |
| Admin fee / account holder | $1,191 | $4,040-70.5% | $6,581-81.9% | $5,306-77.6% |