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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 | $32,161 | $71,197-54.8% | $93,669-65.7% | $80,925-60.3% |
| Participation rate | 57.9% | 60.4%-2.5pp | 68.7%-10.8pp | 67.7%-9.8pp |
| Annual return | 9.82% | 11.27%-1.4pp | 133.59%-123.8pp | 35.65%-25.8pp |
| Employer contribution / active EE | $518 | $1,565-66.9% | $2,424-78.6% | $2,756-81.2% |
| Participant deferral / active EE | $4,167 | $4,036+3.3% | $4,416-5.6% | $4,299-3.1% |
| Admin fee / account holder | $6,211 | $6,959-10.8% | $8,291-25.1% | $6,940-10.5% |