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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 | $33,788 | $78,428-56.9% | $95,960-64.8% | $79,852-57.7% |
| Participation rate | 62.1% | 73.5%-11.4pp | 77.1%-15.0pp | 69.6%-7.6pp |
| Annual return | 8.76% | 19.37%-10.6pp | 91.63%-82.9pp | 31.72%-23.0pp |
| Employer contribution / active EE | $1,097 | $1,945-43.6% | $2,541-56.8% | $2,471-55.6% |
| Participant deferral / active EE | $1,631 | $3,440-52.6% | $4,167-60.9% | $3,740-56.4% |
| Admin fee / account holder | $3,033 | $5,622-46.1% | $6,797-55.4% | $5,306-42.8% |