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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 | $77,814-57.9% | $158,223-79.3% | $86,983-62.3% |
| Participation rate | 50.0% | 68.4%-18.4pp | 79.2%-29.2pp | 69.5%-19.5pp |
| Annual return | 11.57% | 30.54%-19.0pp | 52.09%-40.5pp | 25.83%-14.3pp |
| Employer contribution / active EE | $547 | $2,592-78.9% | $4,109-86.7% | $2,584-78.8% |
| Participant deferral / active EE | $1,622 | $3,270-50.4% | $5,467-70.3% | $4,194-61.3% |
| Admin fee / account holder | $1,760 | $5,879-70.1% | $16,047-89.0% | $7,856-77.6% |