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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 | $32,668 | $77,896-58.1% | $134,172-75.7% | $82,448-60.4% |
| Participation rate | 50.0% | 62.8%-12.8pp | 72.5%-22.5pp | 68.1%-18.1pp |
| Annual return | 9.47% | 18.21%-8.7pp | 25.30%-15.8pp | 41.64%-32.2pp |
| Employer contribution / active EE | $575 | $2,159-73.3% | $3,420-83.2% | $2,551-77.4% |
| Participant deferral / active EE | $1,242 | $3,162-60.7% | $4,690-73.5% | $4,139-70.0% |
| Admin fee / account holder | $735 | $6,336-88.4% | $12,016-93.9% | $7,234-89.8% |