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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 | $31,066 | $81,233-61.8% | $155,567-80.0% | $80,874-61.6% |
| Participation rate | 34.3% | 66.2%-31.9pp | 78.2%-43.9pp | 67.6%-33.3pp |
| Annual return | 9.13% | 33.33%-24.2pp | 64.74%-55.6pp | 35.62%-26.5pp |
| Employer contribution / active EE | $498 | $3,101-83.9% | $4,674-89.3% | $2,756-81.9% |
| Participant deferral / active EE | $1,526 | $3,452-55.8% | $5,628-72.9% | $4,297-64.5% |
| Admin fee / account holder | $4,677 | $7,998-41.5% | $15,916-70.6% | $6,935-32.6% |