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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 | $29,876 | $87,132-65.7% | $105,624-71.7% | $80,959-63.1% |
| Participation rate | 56.9% | 70.4%-13.6pp | 75.3%-18.4pp | 67.7%-10.8pp |
| Annual return | 9.48% | 17.03%-7.5pp | 116.20%-106.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $716 | $2,397-70.1% | $3,168-77.4% | $2,757-74.0% |
| Participant deferral / active EE | $2,464 | $3,985-38.2% | $5,013-50.8% | $4,300-42.7% |
| Admin fee / account holder | $2,060 | $8,449-75.6% | $10,961-81.2% | $6,925-70.3% |