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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 | $31,356 | $81,276-61.4% | $155,574-79.8% | $80,925-61.3% |
| Participation rate | 37.0% | 66.2%-29.3pp | 78.2%-41.2pp | 67.7%-30.7pp |
| Annual return | 10.38% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $644 | $3,103-79.2% | $4,676-86.2% | $2,756-76.6% |
| Participant deferral / active EE | $1,019 | $3,453-70.5% | $5,629-81.9% | $4,299-76.3% |
| Admin fee / account holder | $3,227 | $7,993-59.6% | $15,914-79.7% | $6,940-53.5% |