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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 | $33,562 | $81,457-58.8% | $103,378-67.5% | $80,911-58.5% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 8.59% | 25.58%-17.0pp | 24.91%-16.3pp | 35.63%-27.0pp |
| Employer contribution / active EE | $838 | $3,107-73.0% | $3,870-78.3% | $2,756-69.6% |
| Participant deferral / active EE | $1,860 | $3,871-52.0% | $5,058-63.2% | $4,297-56.7% |
| Admin fee / account holder | $306 | $6,717-95.4% | $8,401-96.4% | $6,935-95.6% |