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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 | $33,337 | $77,920-57.2% | $149,723-77.7% | $75,177-55.7% |
| Participation rate | 42.0% | 65.6%-23.6pp | 78.8%-36.8pp | 67.2%-25.2pp |
| Annual return | 11.44% | 31.72%-20.3pp | 134.50%-123.1pp | 160.75%-149.3pp |
| Employer contribution / active EE | $454 | $3,138-85.5% | $4,821-90.6% | $2,671-83.0% |
| Participant deferral / active EE | $966 | $3,411-71.7% | $5,682-83.0% | $4,126-76.6% |
| Admin fee / account holder | $4,587 | $5,951-22.9% | $13,215-65.3% | $5,651-18.8% |