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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 | $31,696 | $81,331-61.0% | $155,534-79.6% | $80,935-60.8% |
| Participation rate | 26.7% | 66.3%-39.6pp | 78.2%-51.6pp | 67.7%-41.0pp |
| Annual return | 9.89% | 33.37%-23.5pp | 64.92%-55.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $630 | $3,105-79.7% | $4,675-86.5% | $2,757-77.1% |
| Participant deferral / active EE | $1,423 | $3,454-58.8% | $5,630-74.7% | $4,299-66.9% |
| Admin fee / account holder | $3,463 | $7,999-56.7% | $15,900-78.2% | $6,924-50.0% |