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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 | $81,403-59.9% | $147,027-77.8% | $87,485-62.7% |
| Participation rate | 50.0% | 63.4%-13.4pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 9.47% | 16.51%-7.0pp | 20.23%-10.8pp | 26.06%-16.6pp |
| Employer contribution / active EE | $575 | $2,205-73.9% | $3,626-84.1% | $2,596-77.8% |
| Participant deferral / active EE | $1,242 | $3,315-62.5% | $4,933-74.8% | $4,274-70.9% |
| Admin fee / account holder | $735 | $6,755-89.1% | $12,223-94.0% | $7,775-90.5% |