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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 | $32,762 | $78,690-58.4% | $161,489-79.7% | $87,485-62.6% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 11.57% | 32.74%-21.2pp | 89.72%-78.1pp | 26.06%-14.5pp |
| Employer contribution / active EE | $547 | $2,588-78.9% | $4,268-87.2% | $2,596-78.9% |
| Participant deferral / active EE | $1,622 | $3,311-51.0% | $5,630-71.2% | $4,274-62.0% |
| Admin fee / account holder | $1,760 | $6,724-73.8% | $16,006-89.0% | $7,775-77.4% |