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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 | $32,783 | $91,179-64.0% | $178,499-81.6% | $79,852-58.9% |
| Participation rate | 22.7% | 69.2%-46.5pp | 81.9%-59.3pp | 69.6%-47.0pp |
| Annual return | 9.67% | 24.19%-14.5pp | 151.10%-141.4pp | 31.72%-22.0pp |
| Employer contribution / active EE | $421 | $3,256-87.1% | $5,011-91.6% | $2,471-83.0% |
| Participant deferral / active EE | $1,110 | $3,236-65.7% | $5,202-78.7% | $3,740-70.3% |
| Admin fee / account holder | $3,242 | $6,749-52.0% | $13,986-76.8% | $5,306-38.9% |