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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 | $30,125 | $58,627-48.6% | $76,735-60.7% | $82,448-63.5% |
| Participation rate | 61.9% | 63.2%-1.3pp | 69.5%-7.6pp | 68.1%-6.2pp |
| Annual return | 11.84% | 39.10%-27.3pp | 29.77%-17.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $387 | $1,729-77.6% | $2,454-84.2% | $2,551-84.8% |
| Participant deferral / active EE | $3,095 | $3,134-1.2% | $4,088-24.3% | $4,139-25.2% |
| Admin fee / account holder | $7,228 | $5,323+35.8% | $7,189+0.5% | $7,234-0.1% |