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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 | $32,297 | $77,638-58.4% | $156,551-79.4% | $62,881-48.6% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 3.17% | 50.33%-47.2pp | 32.23%-29.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $812 | $3,444-76.4% | $5,501-85.2% | $2,281-64.4% |
| Participant deferral / active EE | $1,262 | $3,046-58.6% | $4,871-74.1% | $3,203-60.6% |
| Admin fee / account holder | $17,401 | $5,561+212.9% | $13,028+33.6% | $4,296+305.1% |