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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 | $48,284-30.9% | $67,524-50.6% | $80,911-58.8% |
| Participation rate | 61.5% | 66.4%-4.9pp | 72.9%-11.4pp | 67.6%-6.2pp |
| Annual return | 10.98% | 18.27%-7.3pp | 3519.41%-3508.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $798 | $2,021-60.5% | $2,734-70.8% | $2,756-71.0% |
| Participant deferral / active EE | $2,253 | $2,927-23.0% | $4,001-43.7% | $4,297-47.6% |
| Admin fee / account holder | $4,701 | $3,688+27.5% | $4,001+17.5% | $6,935-32.2% |