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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 | $37,595 | $75,541-50.2% | $152,093-75.3% | $82,637-54.5% |
| Participation rate | 30.8% | 66.5%-35.8pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 9.22% | 32.56%-23.3pp | 66.36%-57.1pp | 53.51%-44.3pp |
| Employer contribution / active EE | $642 | $2,622-75.5% | $4,175-84.6% | $2,552-74.8% |
| Participant deferral / active EE | $871 | $3,206-72.8% | $5,451-84.0% | $4,126-78.9% |
| Admin fee / account holder | $15,095 | $6,405+135.7% | $14,497+4.1% | $7,339+105.7% |