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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 | $33,484 | $76,407-56.2% | $150,298-77.7% | $82,448-59.4% |
| Participation rate | 63.0% | 66.4%-3.4pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 7.85% | 39.99%-32.1pp | 62.79%-54.9pp | 41.64%-33.8pp |
| Employer contribution / active EE | $971 | $2,614-62.9% | $4,154-76.6% | $2,551-61.9% |
| Participant deferral / active EE | $1,238 | $3,214-61.5% | $5,453-77.3% | $4,139-70.1% |
| Admin fee / account holder | $11,356 | $6,352+78.8% | $14,116-19.5% | $7,234+57.0% |