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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 | $33,371 | $48,337-31.0% | $67,560-50.6% | $80,959-58.8% |
| Participation rate | 61.5% | 66.4%-5.0pp | 72.9%-11.5pp | 67.7%-6.2pp |
| Annual return | 10.98% | 18.26%-7.3pp | 3533.50%-3522.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $798 | $2,023-60.5% | $2,737-70.8% | $2,757-71.0% |
| Participant deferral / active EE | $2,253 | $2,928-23.1% | $4,004-43.7% | $4,300-47.6% |
| Admin fee / account holder | $4,701 | $3,695+27.2% | $3,994+17.7% | $6,925-32.1% |