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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 | $29,105 | $81,331-64.2% | $155,534-81.3% | $80,935-64.0% |
| Participation rate | 14.0% | 66.3%-52.2pp | 78.2%-64.2pp | 67.7%-53.6pp |
| Annual return | 9.67% | 33.37%-23.7pp | 64.92%-55.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $597 | $3,105-80.8% | $4,675-87.2% | $2,757-78.3% |
| Participant deferral / active EE | $1,433 | $3,454-58.5% | $5,630-74.6% | $4,299-66.7% |
| Admin fee / account holder | $2,699 | $7,999-66.3% | $15,900-83.0% | $6,924-61.0% |