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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 | $35,158 | $78,690-55.3% | $161,489-78.2% | $87,485-59.8% |
| Participation rate | 49.4% | 67.5%-18.1pp | 78.7%-29.3pp | 68.9%-19.5pp |
| Annual return | 11.81% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $741 | $2,588-71.4% | $4,268-82.6% | $2,596-71.5% |
| Participant deferral / active EE | $1,654 | $3,311-50.0% | $5,630-70.6% | $4,274-61.3% |
| Admin fee / account holder | $4,382 | $6,724-34.8% | $16,006-72.6% | $7,775-43.6% |