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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 | $32,690 | $98,766-66.9% | $149,730-78.2% | $79,852-59.1% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.5%-28.6pp | 69.6%-15.8pp |
| Annual return | 3.76% | 27.43%-23.7pp | 276.70%-272.9pp | 31.72%-28.0pp |
| Employer contribution / active EE | $869 | $3,217-73.0% | $4,645-81.3% | $2,471-64.8% |
| Participant deferral / active EE | $4,166 | $5,681-26.7% | $6,843-39.1% | $3,740+11.4% |
| Admin fee / account holder | $1,832 | $6,052-69.7% | $9,310-80.3% | $5,306-65.5% |