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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 | $33,022 | $71,197-53.6% | $93,669-64.7% | $80,925-59.2% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.7%-24.5pp |
| Annual return | 8.44% | 11.27%-2.8pp | 133.59%-125.2pp | 35.65%-27.2pp |
| Employer contribution / active EE | $455 | $1,565-70.9% | $2,424-81.2% | $2,756-83.5% |
| Participant deferral / active EE | $1,421 | $4,036-64.8% | $4,416-67.8% | $4,299-66.9% |
| Admin fee / account holder | $9,720 | $6,959+39.7% | $8,291+17.2% | $6,940+40.1% |