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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 | $31,990 | $81,487-60.7% | $102,412-68.8% | $80,935-60.5% |
| Participation rate | 27.3% | 66.8%-39.6pp | 74.5%-47.2pp | 67.7%-40.4pp |
| Annual return | 10.00% | 25.60%-15.6pp | 24.94%-14.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $854 | $3,103-72.5% | $3,870-77.9% | $2,757-69.0% |
| Participant deferral / active EE | $1,982 | $3,871-48.8% | $5,060-60.8% | $4,299-53.9% |
| Admin fee / account holder | $1,057 | $6,717-84.3% | $8,388-87.4% | $6,924-84.7% |