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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 | $33,678 | $56,054-39.9% | $171,082-80.3% | $62,881-46.4% |
| Participation rate | 53.6% | 62.9%-9.3pp | 76.7%-23.1pp | 69.3%-15.7pp |
| Annual return | 3.34% | 22.52%-19.2pp | 32.56%-29.2pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,179 | $1,731-31.9% | $4,002-70.5% | $2,281-48.3% |
| Participant deferral / active EE | $2,636 | $3,158-16.5% | $4,797-45.1% | $3,203-17.7% |
| Admin fee / account holder | $1,289 | $3,647-64.7% | $8,520-84.9% | $4,296-70.0% |