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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 | $33,884 | $72,272-53.1% | $101,264-66.5% | $79,858-57.6% |
| Participation rate | 65.4% | 68.5%-3.1pp | 75.8%-10.4pp | 69.6%-4.3pp |
| Annual return | 7.76% | 22.30%-14.5pp | 46.48%-38.7pp | 31.72%-24.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,026 | $3,282-38.3% | $4,370-53.6% | $3,740-45.8% |
| Admin fee / account holder | $7,338 | $4,401+66.7% | $5,947+23.4% | $5,306+38.3% |