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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 | $34,991 | $60,442-42.1% | $96,754-63.8% | $87,485-60.0% |
| Participation rate | 50.0% | 58.7%-8.7pp | 70.3%-20.3pp | 68.9%-18.9pp |
| Annual return | 13.19% | 21.97%-8.8pp | 82.04%-68.8pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,187 | $1,691+29.3% | $2,679-18.4% | $2,596-15.8% |
| Participant deferral / active EE | $1,662 | $3,280-49.3% | $4,758-65.1% | $4,274-61.1% |
| Admin fee / account holder | $901 | $5,069-82.2% | $8,905-89.9% | $7,775-88.4% |