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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 | $32,624 | $48,076-32.1% | $78,693-58.5% | $62,891-48.1% |
| Participation rate | 56.3% | 65.2%-9.0pp | 73.6%-17.3pp | 69.3%-13.1pp |
| Annual return | 3.49% | 31.35%-27.9pp | 62.18%-58.7pp | 20.14%-16.7pp |
| Employer contribution / active EE | $279 | $2,015-86.2% | $2,850-90.2% | $2,281-87.8% |
| Participant deferral / active EE | $900 | $2,588-65.2% | $3,517-74.4% | $3,203-71.9% |
| Admin fee / account holder | $4,427 | $3,207+38.0% | $4,511-1.9% | $4,296+3.1% |