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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 | $31,869 | $79,955-60.1% | $98,461-67.6% | $75,173-57.6% |
| Participation rate | 66.2% | 70.4%-4.2pp | 75.2%-9.0pp | 67.2%-1.0pp |
| Annual return | 9.48% | 19.75%-10.3pp | 21.17%-11.7pp | 160.72%-151.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,806 | $3,752-51.9% | $4,738-61.9% | $4,126-56.2% |
| Admin fee / account holder | $1,648 | $6,841-75.9% | $8,961-81.6% | $5,651-70.8% |