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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 | $35,727 | $55,932-36.1% | $76,735-53.4% | $67,986-47.4% |
| Participation rate | 52.2% | 50.8%+1.4pp | 69.5%-17.3pp | 57.2%-5.0pp |
| Annual return | 9.11% | 23.10%-14.0pp | 29.77%-20.7pp | 31.67%-22.6pp |
| Employer contribution / active EE | $277 | $1,487-81.4% | $2,454-88.7% | $2,019-86.3% |
| Participant deferral / active EE | $1,181 | $2,558-53.8% | $4,088-71.1% | $3,358-64.8% |
| Admin fee / account holder | $8,988 | $4,907+83.2% | $7,189+25.0% | $3,203+180.6% |