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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 | $33,064 | $76,407-56.7% | $150,298-78.0% | $82,448-59.9% |
| Participation rate | 42.9% | 66.4%-23.5pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 9.31% | 39.99%-30.7pp | 62.79%-53.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $338 | $2,614-87.1% | $4,154-91.9% | $2,551-86.7% |
| Participant deferral / active EE | $1,117 | $3,214-65.2% | $5,453-79.5% | $4,139-73.0% |
| Admin fee / account holder | $11,332 | $6,352+78.4% | $14,116-19.7% | $7,234+56.6% |