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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 | $36,042 | $75,058-52.0% | $152,301-76.3% | $64,340-44.0% |
| Participation rate | 48.1% | 60.9%-12.8pp | 82.4%-34.4pp | 55.2%-7.2pp |
| Annual return | 12.74% | 29.93%-17.2pp | 80.50%-67.8pp | 24.14%-11.4pp |
| Employer contribution / active EE | $1,299 | $2,605-50.1% | $4,624-71.9% | $1,862-30.2% |
| Participant deferral / active EE | $3,035 | $5,041-39.8% | $8,004-62.1% | $2,980+1.8% |
| Admin fee / account holder | $977 | $4,050-75.9% | $14,398-93.2% | $3,703-73.6% |