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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 | $33,737 | $75,541-55.3% | $152,093-77.8% | $82,637-59.2% |
| Participation rate | 63.0% | 66.5%-3.6pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 8.14% | 32.56%-24.4pp | 66.36%-58.2pp | 53.51%-45.4pp |
| Employer contribution / active EE | $441 | $2,622-83.2% | $4,175-89.4% | $2,552-82.7% |
| Participant deferral / active EE | $1,485 | $3,206-53.7% | $5,451-72.8% | $4,126-64.0% |
| Admin fee / account holder | $14,414 | $6,405+125.1% | $14,497-0.6% | $7,339+96.4% |