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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 | $31,947 | $72,272-55.8% | $101,264-68.5% | $79,858-60.0% |
| Participation rate | 63.3% | 68.5%-5.1pp | 75.8%-12.5pp | 69.6%-6.3pp |
| Annual return | 5.32% | 22.30%-17.0pp | 46.48%-41.2pp | 31.72%-26.4pp |
| Employer contribution / active EE | $732 | $2,692-72.8% | $3,660-80.0% | $2,471-70.4% |
| Participant deferral / active EE | $1,856 | $3,282-43.4% | $4,370-57.5% | $3,740-50.4% |
| Admin fee / account holder | $4,599 | $4,401+4.5% | $5,947-22.7% | $5,306-13.3% |