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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 | $33,411 | $81,457-59.0% | $103,378-67.7% | $80,911-58.7% |
| Participation rate | 27.0% | 66.8%-39.8pp | 74.5%-47.5pp | 67.6%-40.6pp |
| Annual return | 9.59% | 25.58%-16.0pp | 24.91%-15.3pp | 35.63%-26.0pp |
| Employer contribution / active EE | $837 | $3,107-73.1% | $3,870-78.4% | $2,756-69.6% |
| Participant deferral / active EE | $1,689 | $3,871-56.4% | $5,058-66.6% | $4,297-60.7% |
| Admin fee / account holder | $631 | $6,717-90.6% | $8,401-92.5% | $6,935-90.9% |