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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 | $31,877 | $91,179-65.0% | $178,499-82.1% | $79,852-60.1% |
| Participation rate | 66.0% | 69.2%-3.2pp | 81.9%-15.9pp | 69.6%-3.6pp |
| Annual return | 4.54% | 24.19%-19.7pp | 151.10%-146.6pp | 31.72%-27.2pp |
| Employer contribution / active EE | $962 | $3,256-70.4% | $5,011-80.8% | $2,471-61.1% |
| Participant deferral / active EE | $3,377 | $3,236+4.4% | $5,202-35.1% | $3,740-9.7% |
| Admin fee / account holder | $4,446 | $6,749-34.1% | $13,986-68.2% | $5,306-16.2% |