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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 | $34,746 | $99,875-65.2% | $146,866-76.3% | $86,983-60.1% |
| Participation rate | 41.3% | 75.8%-34.5pp | 82.5%-41.2pp | 69.5%-28.3pp |
| Annual return | 12.14% | 28.10%-16.0pp | 102.85%-90.7pp | 25.83%-13.7pp |
| Employer contribution / active EE | $508 | $3,224-84.2% | $4,425-88.5% | $2,584-80.3% |
| Participant deferral / active EE | $2,402 | $6,322-62.0% | $7,759-69.0% | $4,194-42.7% |
| Admin fee / account holder | $5,998 | $7,838-23.5% | $13,620-56.0% | $7,856-23.7% |