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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 | $78,690-57.1% | $161,489-79.1% | $87,485-61.4% |
| Participation rate | 63.0% | 67.5%-4.5pp | 78.7%-15.7pp | 68.9%-6.0pp |
| Annual return | 8.14% | 32.74%-24.6pp | 89.72%-81.6pp | 26.06%-17.9pp |
| Employer contribution / active EE | $441 | $2,588-83.0% | $4,268-89.7% | $2,596-83.0% |
| Participant deferral / active EE | $1,485 | $3,311-55.2% | $5,630-73.6% | $4,274-65.3% |
| Admin fee / account holder | $14,414 | $6,724+114.4% | $16,006-9.9% | $7,775+85.4% |