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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 | $38,823 | $78,015-50.2% | $178,505-78.3% | $80,959-52.0% |
| Participation rate | 52.3% | 65.7%-13.4pp | 77.1%-24.8pp | 67.7%-15.4pp |
| Annual return | 8.78% | 18.10%-9.3pp | 27.16%-18.4pp | 35.67%-26.9pp |
| Employer contribution / active EE | $627 | $2,281-72.5% | $3,955-84.1% | $2,757-77.3% |
| Participant deferral / active EE | $2,286 | $4,406-48.1% | $6,280-63.6% | $4,300-46.8% |
| Admin fee / account holder | $9,800 | $7,160+36.9% | $10,428-6.0% | $6,925+41.5% |