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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 | $86,050-61.1% | $189,758-82.4% | $94,015-64.4% |
| Participation rate | 63.0% | 68.9%-5.9pp | 79.8%-16.8pp | 70.8%-7.9pp |
| Annual return | 7.85% | 17.77%-9.9pp | 52.62%-44.8pp | 17.84%-10.0pp |
| Employer contribution / active EE | $971 | $2,819-65.6% | $4,767-79.6% | $2,790-65.2% |
| Participant deferral / active EE | $1,238 | $3,349-63.0% | $5,856-78.9% | $4,249-70.9% |
| Admin fee / account holder | $11,356 | $6,627+71.4% | $20,388-44.3% | $8,951+26.9% |