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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 | $35,185 | $49,891-29.5% | $80,607-56.4% | $75,181-53.2% |
| Participation rate | 52.0% | 55.3%-3.3pp | 67.0%-15.0pp | 67.2%-15.2pp |
| Annual return | 8.84% | 34.67%-25.8pp | 936.11%-927.3pp | 160.69%-151.8pp |
| Employer contribution / active EE | $965 | $1,698-43.2% | $2,724-64.6% | $2,671-63.9% |
| Participant deferral / active EE | $2,047 | $2,991-31.6% | $4,448-54.0% | $4,126-50.4% |
| Admin fee / account holder | $2,073 | $3,578-42.1% | $5,379-61.5% | $5,650-63.3% |