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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 | $32,591 | $59,440-45.2% | $78,004-58.2% | $82,637-60.6% |
| Participation rate | 52.8% | 62.8%-10.0pp | 69.4%-16.7pp | 68.1%-15.3pp |
| Annual return | 10.97% | 40.24%-29.3pp | 31.07%-20.1pp | 53.51%-42.5pp |
| Employer contribution / active EE | $931 | $1,750-46.8% | $2,469-62.3% | $2,552-63.5% |
| Participant deferral / active EE | $1,218 | $3,138-61.2% | $4,092-70.2% | $4,126-70.5% |
| Admin fee / account holder | $9,976 | $5,504+81.3% | $7,578+31.7% | $7,339+35.9% |