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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 | $35,764 | $48,364-26.1% | $71,796-50.2% | $62,881-43.1% |
| Participation rate | 60.0% | 60.6%-0.6pp | 69.1%-9.1pp | 69.3%-9.3pp |
| Annual return | 4.07% | 13.16%-9.1pp | 78.04%-74.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $432 | $1,042-58.5% | $1,924-77.5% | $2,281-81.1% |
| Participant deferral / active EE | $1,700 | $2,091-18.7% | $2,794-39.2% | $3,203-46.9% |
| Admin fee / account holder | $7,466 | $3,771+98.0% | $4,815+55.1% | $4,296+73.8% |