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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 | $30,804 | $81,358-62.1% | $155,556-80.2% | $80,959-62.0% |
| Participation rate | 43.6% | 66.3%-22.7pp | 78.2%-34.6pp | 67.7%-24.1pp |
| Annual return | 10.43% | 33.39%-23.0pp | 64.84%-54.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $804 | $3,106-74.1% | $4,675-82.8% | $2,757-70.8% |
| Participant deferral / active EE | $1,785 | $3,455-48.3% | $5,631-68.3% | $4,300-58.5% |
| Admin fee / account holder | $6,119 | $7,994-23.5% | $15,885-61.5% | $6,925-11.6% |