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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 | $32,002 | $74,535-57.1% | $100,712-68.2% | $82,637-61.3% |
| Participation rate | 28.2% | 61.2%-33.0pp | 69.3%-41.1pp | 68.1%-39.8pp |
| Annual return | 12.38% | 18.92%-6.5pp | 33.27%-20.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $867 | $1,503-42.3% | $2,313-62.5% | $2,552-66.0% |
| Participant deferral / active EE | $2,946 | $3,074-4.2% | $4,085-27.9% | $4,126-28.6% |
| Admin fee / account holder | $657 | $6,576-90.0% | $9,256-92.9% | $7,339-91.0% |