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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 | $35,662 | $57,140-37.6% | $85,240-58.2% | $80,959-56.0% |
| Participation rate | 15.2% | 56.4%-41.3pp | 67.5%-52.4pp | 67.7%-52.5pp |
| Annual return | 8.34% | 21.71%-13.4pp | 66.75%-58.4pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,900 | $1,802+5.4% | $2,735-30.5% | $2,757-31.1% |
| Participant deferral / active EE | $2,232 | $3,115-28.4% | $4,527-50.7% | $4,300-48.1% |
| Admin fee / account holder | $765 | $4,992-84.7% | $6,165-87.6% | $6,925-89.0% |