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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 | $33,231 | $47,848-30.5% | $81,473-59.2% | $70,124-52.6% |
| Participation rate | 9.1% | 58.3%-49.2pp | 68.0%-58.9pp | 69.5%-60.4pp |
| Annual return | 11.83% | 27.25%-15.4pp | 38.78%-27.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $355 | $1,527-76.7% | $2,568-86.2% | $2,342-84.8% |
| Participant deferral / active EE | $768 | $2,453-68.7% | $3,537-78.3% | $3,332-76.9% |
| Admin fee / account holder | $6,889 | $3,145+119.1% | $4,561+51.0% | $4,645+48.3% |