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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 | $81,358-61.8% | $155,556-80.0% | $80,959-61.6% |
| Participation rate | 34.3% | 66.3%-31.9pp | 78.2%-43.9pp | 67.7%-33.3pp |
| Annual return | 9.13% | 33.39%-24.3pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $498 | $3,106-84.0% | $4,675-89.3% | $2,757-81.9% |
| Participant deferral / active EE | $1,526 | $3,455-55.8% | $5,631-72.9% | $4,300-64.5% |
| Admin fee / account holder | $4,677 | $7,994-41.5% | $15,885-70.6% | $6,925-32.5% |