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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 | $31,493 | $78,690-60.0% | $161,489-80.5% | $87,485-64.0% |
| Participation rate | 44.7% | 67.5%-22.7pp | 78.7%-34.0pp | 68.9%-24.2pp |
| Annual return | 12.07% | 32.74%-20.7pp | 89.72%-77.7pp | 26.06%-14.0pp |
| Employer contribution / active EE | $951 | $2,588-63.2% | $4,268-77.7% | $2,596-63.4% |
| Participant deferral / active EE | $1,306 | $3,311-60.6% | $5,630-76.8% | $4,274-69.4% |
| Admin fee / account holder | $8,980 | $6,724+33.6% | $16,006-43.9% | $7,775+15.5% |