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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 | $29,389 | $81,331-63.9% | $155,534-81.1% | $80,935-63.7% |
| Participation rate | 55.6% | 66.3%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 9.83% | 33.37%-23.5pp | 64.92%-55.1pp | 35.66%-25.8pp |
| Employer contribution / active EE | $884 | $3,105-71.5% | $4,675-81.1% | $2,757-67.9% |
| Participant deferral / active EE | $3,406 | $3,454-1.4% | $5,630-39.5% | $4,299-20.8% |
| Admin fee / account holder | $811 | $7,999-89.9% | $15,900-94.9% | $6,924-88.3% |