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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 | $33,617 | $68,880-51.2% | $120,580-72.1% | $80,959-58.5% |
| Participation rate | 42.9% | 61.7%-18.8pp | 72.0%-29.1pp | 67.7%-24.8pp |
| Annual return | 8.34% | 23.68%-15.3pp | 107.48%-99.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $751 | $2,066-63.6% | $3,469-78.3% | $2,757-72.7% |
| Participant deferral / active EE | $1,963 | $3,191-38.5% | $4,995-60.7% | $4,300-54.4% |
| Admin fee / account holder | $7,500 | $5,785+29.6% | $9,418-20.4% | $6,925+8.3% |