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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 | $35,142 | $95,453-63.2% | $112,040-68.6% | $82,448-57.4% |
| Participation rate | 55.3% | 72.8%-17.5pp | 76.5%-21.2pp | 68.1%-12.8pp |
| Annual return | 6.97% | 23.92%-16.9pp | 24.52%-17.5pp | 41.64%-34.7pp |
| Employer contribution / active EE | $773 | $2,318-66.6% | $2,954-73.8% | $2,551-69.7% |
| Participant deferral / active EE | $1,996 | $4,224-52.7% | $5,098-60.8% | $4,139-51.8% |
| Admin fee / account holder | $6,969 | $9,013-22.7% | $12,098-42.4% | $7,234-3.7% |