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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 | $33,533 | $87,037-61.5% | $106,201-68.4% | $80,874-58.5% |
| Participation rate | 40.3% | 70.4%-30.2pp | 75.3%-35.0pp | 67.6%-27.4pp |
| Annual return | 9.89% | 17.05%-7.2pp | 116.26%-106.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,492 | $2,396-37.7% | $3,170-52.9% | $2,756-45.9% |
| Participant deferral / active EE | $2,617 | $3,986-34.3% | $5,012-47.8% | $4,297-39.1% |
| Admin fee / account holder | $9,202 | $8,434+9.1% | $11,039-16.6% | $6,935+32.7% |