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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 | $33,242 | $63,354-47.5% | $94,105-64.7% | $82,637-59.8% |
| Participation rate | 56.4% | 63.8%-7.4pp | 71.9%-15.5pp | 68.1%-11.6pp |
| Annual return | 11.37% | 34.36%-23.0pp | 204.55%-193.2pp | 53.51%-42.1pp |
| Employer contribution / active EE | $986 | $1,760-43.9% | $2,504-60.6% | $2,552-61.4% |
| Participant deferral / active EE | $986 | $2,873-65.7% | $3,881-74.6% | $4,126-76.1% |
| Admin fee / account holder | $5,332 | $5,073+5.1% | $6,199-14.0% | $7,339-27.3% |