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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 | $32,932 | $108,825-69.7% | $156,181-78.9% | $82,448-60.1% |
| Participation rate | 35.4% | 72.4%-37.0pp | 78.8%-43.4pp | 68.1%-32.7pp |
| Annual return | 11.24% | 20.59%-9.3pp | 64.87%-53.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $793 | $2,870-72.4% | $4,294-81.5% | $2,551-68.9% |
| Participant deferral / active EE | $3,511 | $4,577-23.3% | $6,132-42.8% | $4,139-15.2% |
| Admin fee / account holder | $4,347 | $9,341-53.5% | $14,586-70.2% | $7,234-39.9% |