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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 | $34,080 | $49,976-31.8% | $66,674-48.9% | $82,637-58.8% |
| Participation rate | 61.5% | 63.1%-1.6pp | 73.7%-12.1pp | 68.1%-6.5pp |
| Annual return | 13.30% | 39.09%-25.8pp | 321.24%-307.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $338 | $1,988-83.0% | $2,620-87.1% | $2,552-86.8% |
| Participant deferral / active EE | $2,957 | $2,847+3.9% | $4,084-27.6% | $4,126-28.3% |
| Admin fee / account holder | $8,722 | $4,594+89.9% | $5,098+71.1% | $7,339+18.9% |