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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 | $33,904 | $91,198-62.8% | $178,503-81.0% | $79,856-57.5% |
| Participation rate | 64.4% | 69.2%-4.8pp | 81.9%-17.5pp | 69.6%-5.2pp |
| Annual return | 8.68% | 24.20%-15.5pp | 151.12%-142.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $639 | $3,257-80.4% | $5,011-87.2% | $2,471-74.1% |
| Participant deferral / active EE | $1,960 | $3,237-39.4% | $5,202-62.3% | $3,741-47.6% |
| Admin fee / account holder | $1,771 | $6,748-73.8% | $13,987-87.3% | $5,306-66.6% |