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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 | $34,155 | $88,672-61.5% | $105,223-67.5% | $82,448-58.6% |
| Participation rate | 39.3% | 67.9%-28.6pp | 75.0%-35.8pp | 68.1%-28.8pp |
| Annual return | 12.61% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $892 | $3,048-70.7% | $3,689-75.8% | $2,551-65.0% |
| Participant deferral / active EE | $4,459 | $4,036+10.5% | $5,072-12.1% | $4,139+7.7% |
| Admin fee / account holder | $4,212 | $7,146-41.1% | $8,859-52.5% | $7,234-41.8% |