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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 | $33,059 | $64,920-49.1% | $103,693-68.1% | $86,983-62.0% |
| Participation rate | 33.3% | 63.6%-30.3pp | 72.6%-39.3pp | 69.5%-36.2pp |
| Annual return | 7.30% | 30.29%-23.0pp | 47.61%-40.3pp | 25.83%-18.5pp |
| Employer contribution / active EE | $1,035 | $2,141-51.7% | $2,920-64.6% | $2,584-60.0% |
| Participant deferral / active EE | $1,769 | $3,241-45.4% | $4,579-61.4% | $4,194-57.8% |
| Admin fee / account holder | $1,295 | $6,191-79.1% | $7,858-83.5% | $7,856-83.5% |