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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 | $31,797 | $45,343-29.9% | $150,298-78.8% | $67,986-53.2% |
| Participation rate | 61.8% | 51.9%+9.9pp | 77.8%-16.0pp | 57.2%+4.6pp |
| Annual return | 11.61% | 33.28%-21.7pp | 62.79%-51.2pp | 31.67%-20.1pp |
| Employer contribution / active EE | $435 | $1,462-70.2% | $4,154-89.5% | $2,019-78.4% |
| Participant deferral / active EE | $1,762 | $2,055-14.3% | $5,453-67.7% | $3,358-47.5% |
| Admin fee / account holder | $14,968 | $2,250+565.3% | $14,116+6.0% | $3,203+367.3% |