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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 | $29,544 | $62,672-52.9% | $185,117-84.0% | $70,126-57.9% |
| Participation rate | 58.8% | 63.8%-5.0pp | 77.3%-18.4pp | 69.5%-10.7pp |
| Annual return | 8.73% | 40.79%-32.1pp | 40.50%-31.8pp | 73.15%-64.4pp |
| Employer contribution / active EE | $957 | $1,753-45.4% | $4,182-77.1% | $2,343-59.2% |
| Participant deferral / active EE | $2,211 | $3,272-32.4% | $5,045-56.2% | $3,332-33.7% |
| Admin fee / account holder | $7,045 | $3,932+79.2% | $8,159-13.7% | $4,645+51.6% |