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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 | $34,564 | $48,364-28.5% | $71,796-51.9% | $62,881-45.0% |
| Participation rate | 56.8% | 60.6%-3.8pp | 69.1%-12.3pp | 69.3%-12.5pp |
| Annual return | 4.08% | 13.16%-9.1pp | 78.04%-74.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $314 | $1,042-69.8% | $1,924-83.7% | $2,281-86.2% |
| Participant deferral / active EE | $1,262 | $2,091-39.7% | $2,794-54.9% | $3,203-60.6% |
| Admin fee / account holder | $4,983 | $3,771+32.1% | $4,815+3.5% | $4,296+16.0% |