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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 | $81,233-60.1% | $155,567-79.2% | $80,874-59.9% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 9.18% | 33.33%-24.1pp | 64.74%-55.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $710 | $3,101-77.1% | $4,674-84.8% | $2,756-74.2% |
| Participant deferral / active EE | $1,468 | $3,452-57.5% | $5,628-73.9% | $4,297-65.8% |
| Admin fee / account holder | $3,306 | $7,998-58.7% | $15,916-79.2% | $6,935-52.3% |