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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 | $75,541-56.2% | $152,093-78.3% | $82,637-60.0% |
| Participation rate | 42.9% | 66.5%-23.7pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 9.31% | 32.56%-23.2pp | 66.36%-57.0pp | 53.51%-44.2pp |
| Employer contribution / active EE | $338 | $2,622-87.1% | $4,175-91.9% | $2,552-86.7% |
| Participant deferral / active EE | $1,117 | $3,206-65.1% | $5,451-79.5% | $4,126-72.9% |
| Admin fee / account holder | $11,332 | $6,405+76.9% | $14,497-21.8% | $7,339+54.4% |