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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 | $32,408 | $81,358-60.2% | $155,556-79.2% | $80,959-60.0% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 9.18% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $710 | $3,106-77.1% | $4,675-84.8% | $2,757-74.3% |
| Participant deferral / active EE | $1,468 | $3,455-57.5% | $5,631-73.9% | $4,300-65.9% |
| Admin fee / account holder | $3,306 | $7,994-58.6% | $15,885-79.2% | $6,925-52.3% |