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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 | $34,866 | $75,541-53.8% | $152,093-77.1% | $82,637-57.8% |
| Participation rate | 34.5% | 66.5%-32.1pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 7.51% | 32.56%-25.0pp | 66.36%-58.8pp | 53.51%-46.0pp |
| Employer contribution / active EE | $485 | $2,622-81.5% | $4,175-88.4% | $2,552-81.0% |
| Participant deferral / active EE | $1,087 | $3,206-66.1% | $5,451-80.1% | $4,126-73.6% |
| Admin fee / account holder | $5,306 | $6,405-17.2% | $14,497-63.4% | $7,339-27.7% |