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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 | $30,042 | $54,541-44.9% | $78,778-61.9% | $70,126-57.2% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 9.14% | 21.07%-11.9pp | 35.62%-26.5pp | 73.15%-64.0pp |
| Employer contribution / active EE | $237 | $1,089-78.2% | $1,986-88.1% | $2,343-89.9% |
| Participant deferral / active EE | $1,219 | $2,210-44.9% | $2,958-58.8% | $3,332-63.4% |
| Admin fee / account holder | $4,927 | $3,709+32.8% | $5,134-4.0% | $4,645+6.1% |