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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 | $36,722 | $81,476-54.9% | $102,383-64.1% | $80,925-54.6% |
| Participation rate | 55.6% | 66.8%-11.3pp | 74.5%-19.0pp | 67.7%-12.1pp |
| Annual return | 9.32% | 25.59%-16.3pp | 24.94%-15.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $798 | $3,105-74.3% | $3,870-79.4% | $2,756-71.1% |
| Participant deferral / active EE | $2,835 | $3,871-26.8% | $5,060-44.0% | $4,299-34.1% |
| Admin fee / account holder | $1,828 | $6,717-72.8% | $8,391-78.2% | $6,940-73.7% |