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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 | $31,997 | $53,774-40.5% | $134,162-76.2% | $79,856-59.9% |
| Participation rate | 48.9% | 58.8%-9.9pp | 72.2%-23.3pp | 69.6%-20.8pp |
| Annual return | 9.41% | 19.01%-9.6pp | 36.35%-26.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $573 | $1,322-56.6% | $3,705-84.5% | $2,471-76.8% |
| Participant deferral / active EE | $2,999 | $2,420+23.9% | $3,500-14.3% | $3,741-19.8% |
| Admin fee / account holder | $2,040 | $3,985-48.8% | $6,685-69.5% | $5,306-61.6% |