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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 | $31,681 | $72,269-56.2% | $101,271-68.7% | $79,852-60.3% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 5.37% | 22.29%-16.9pp | 46.48%-41.1pp | 31.72%-26.4pp |
| Employer contribution / active EE | $1,176 | $2,692-56.3% | $3,660-67.9% | $2,471-52.4% |
| Participant deferral / active EE | $2,495 | $3,282-24.0% | $4,371-42.9% | $3,740-33.3% |
| Admin fee / account holder | $301 | $4,401-93.2% | $5,948-94.9% | $5,306-94.3% |