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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 | $58,848-40.5% | $88,179-60.3% | $82,637-57.7% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.1%-19.1pp | 68.1%-18.1pp |
| Annual return | 13.19% | 22.76%-9.6pp | 64.97%-51.8pp | 53.51%-40.3pp |
| Employer contribution / active EE | $2,187 | $1,678+30.3% | $2,549-14.2% | $2,552-14.3% |
| Participant deferral / active EE | $1,662 | $3,124-46.8% | $4,614-64.0% | $4,126-59.7% |
| Admin fee / account holder | $901 | $4,795-81.2% | $7,673-88.3% | $7,339-87.7% |