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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 | $31,373 | $54,757-42.7% | $90,304-65.3% | $72,975-57.0% |
| Participation rate | 57.8% | 65.2%-7.3pp | 73.3%-15.4pp | 69.5%-11.7pp |
| Annual return | 16.28% | 30.63%-14.3pp | 78.13%-61.8pp | 81.01%-64.7pp |
| Employer contribution / active EE | $663 | $2,093-68.3% | $2,855-76.8% | $2,440-72.8% |
| Participant deferral / active EE | $893 | $2,887-69.1% | $3,885-77.0% | $3,608-75.2% |
| Admin fee / account holder | $2,725 | $3,973-31.4% | $5,354-49.1% | $5,124-46.8% |