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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 | $35,751 | $91,559-61.0% | $133,978-73.3% | $79,856-55.2% |
| Participation rate | 44.7% | 73.3%-28.6pp | 79.8%-35.1pp | 69.6%-24.9pp |
| Annual return | 8.70% | 61.85%-53.2pp | 45.10%-36.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $993 | $2,384-58.3% | $3,919-74.7% | $2,471-59.8% |
| Participant deferral / active EE | $1,825 | $3,734-51.1% | $5,047-63.8% | $3,741-51.2% |
| Admin fee / account holder | $7,426 | $6,321+17.5% | $8,930-16.8% | $5,306+39.9% |