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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 | $78,690-57.4% | $161,489-79.3% | $87,485-61.7% |
| Participation rate | 63.0% | 67.5%-4.5pp | 78.7%-15.7pp | 68.9%-6.0pp |
| Annual return | 7.85% | 32.74%-24.9pp | 89.72%-81.9pp | 26.06%-18.2pp |
| Employer contribution / active EE | $971 | $2,588-62.5% | $4,268-77.3% | $2,596-62.6% |
| Participant deferral / active EE | $1,238 | $3,311-62.6% | $5,630-78.0% | $4,274-71.0% |
| Admin fee / account holder | $11,356 | $6,724+68.9% | $16,006-29.0% | $7,775+46.1% |