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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 | $32,314 | $81,487-60.3% | $102,412-68.4% | $80,935-60.1% |
| Participation rate | 60.9% | 66.8%-6.0pp | 74.5%-13.6pp | 67.7%-6.8pp |
| Annual return | 9.93% | 25.60%-15.7pp | 24.94%-15.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,369 | $3,103-55.9% | $3,870-64.6% | $2,757-50.4% |
| Participant deferral / active EE | $1,858 | $3,871-52.0% | $5,060-63.3% | $4,299-56.8% |
| Admin fee / account holder | $24,927 | $6,717+271.1% | $8,388+197.2% | $6,924+260.0% |