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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 | $33,725 | $76,407-55.9% | $150,298-77.6% | $82,448-59.1% |
| Participation rate | 52.8% | 66.4%-13.6pp | 77.8%-24.9pp | 68.1%-15.2pp |
| Annual return | 12.41% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $993 | $2,614-62.0% | $4,154-76.1% | $2,551-61.1% |
| Participant deferral / active EE | $1,235 | $3,214-61.6% | $5,453-77.4% | $4,139-70.2% |
| Admin fee / account holder | $8,044 | $6,352+26.6% | $14,116-43.0% | $7,234+11.2% |