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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 | $34,250 | $65,364-47.6% | $92,909-63.1% | $72,975-53.1% |
| Participation rate | 31.3% | 68.3%-37.1pp | 76.0%-44.8pp | 69.5%-38.2pp |
| Annual return | 8.14% | 42.11%-34.0pp | 109.44%-101.3pp | 81.01%-72.9pp |
| Employer contribution / active EE | $813 | $2,594-68.7% | $3,653-77.7% | $2,440-66.7% |
| Participant deferral / active EE | $2,027 | $3,128-35.2% | $4,238-52.2% | $3,608-43.8% |
| Admin fee / account holder | $1,395 | $4,251-67.2% | $5,795-75.9% | $5,124-72.8% |