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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 | $31,401 | $72,269-56.5% | $101,271-69.0% | $79,852-60.7% |
| Participation rate | 57.6% | 68.5%-10.9pp | 75.8%-18.2pp | 69.6%-12.1pp |
| Annual return | 9.95% | 22.29%-12.3pp | 46.48%-36.5pp | 31.72%-21.8pp |
| Employer contribution / active EE | $962 | $2,692-64.3% | $3,660-73.7% | $2,471-61.1% |
| Participant deferral / active EE | $3,582 | $3,282+9.2% | $4,371-18.0% | $3,740-4.2% |
| Admin fee / account holder | $2,684 | $4,401-39.0% | $5,948-54.9% | $5,306-49.4% |