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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 | $33,958 | $44,746-24.1% | $88,179-61.5% | $64,097-47.0% |
| Participation rate | 36.1% | 39.8%-3.7pp | 69.1%-33.0pp | 55.2%-19.0pp |
| Annual return | 9.99% | 24.70%-14.7pp | 64.97%-55.0pp | 34.64%-24.7pp |
| Employer contribution / active EE | $309 | $1,078-71.3% | $2,549-87.9% | $1,891-83.7% |
| Participant deferral / active EE | $983 | $2,072-52.6% | $4,614-78.7% | $3,080-68.1% |
| Admin fee / account holder | $4,782 | $3,437+39.1% | $7,673-37.7% | $3,454+38.4% |