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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 | $78,690-57.1% | $161,489-79.1% | $87,485-61.5% |
| Participation rate | 52.8% | 67.5%-14.6pp | 78.7%-25.9pp | 68.9%-16.1pp |
| Annual return | 12.41% | 32.74%-20.3pp | 89.72%-77.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $993 | $2,588-61.6% | $4,268-76.7% | $2,596-61.7% |
| Participant deferral / active EE | $1,235 | $3,311-62.7% | $5,630-78.1% | $4,274-71.1% |
| Admin fee / account holder | $8,044 | $6,724+19.6% | $16,006-49.7% | $7,775+3.5% |