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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 | $32,125 | $55,713-42.3% | $75,894-57.7% | $72,983-56.0% |
| Participation rate | 58.6% | 61.1%-2.5pp | 69.3%-10.7pp | 69.5%-10.9pp |
| Annual return | 11.57% | 27.60%-16.0pp | 30.76%-19.2pp | 81.01%-69.4pp |
| Employer contribution / active EE | $354 | $1,687-79.0% | $2,501-85.9% | $2,440-85.5% |
| Participant deferral / active EE | $1,795 | $2,634-31.9% | $3,603-50.2% | $3,608-50.3% |
| Admin fee / account holder | $4,552 | $3,980+14.4% | $5,420-16.0% | $5,124-11.2% |