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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 | $34,510 | $76,834-55.1% | $108,359-68.2% | $87,485-60.6% |
| Participation rate | 33.3% | 61.7%-28.4pp | 70.1%-36.8pp | 68.9%-35.6pp |
| Annual return | 8.97% | 19.09%-10.1pp | 36.89%-27.9pp | 26.06%-17.1pp |
| Employer contribution / active EE | $689 | $1,556-55.7% | $2,399-71.3% | $2,596-73.4% |
| Participant deferral / active EE | $1,444 | $3,100-53.4% | $4,137-65.1% | $4,274-66.2% |
| Admin fee / account holder | $1,853 | $6,537-71.7% | $9,741-81.0% | $7,775-76.2% |