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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 | $58,627-44.4% | $76,735-57.5% | $82,448-60.5% |
| Participation rate | 52.8% | 63.2%-10.4pp | 69.5%-16.7pp | 68.1%-15.3pp |
| Annual return | 10.97% | 39.10%-28.1pp | 29.77%-18.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $931 | $1,729-46.2% | $2,454-62.1% | $2,551-63.5% |
| Participant deferral / active EE | $1,218 | $3,134-61.1% | $4,088-70.2% | $4,139-70.6% |
| Admin fee / account holder | $9,976 | $5,323+87.4% | $7,189+38.8% | $7,234+37.9% |