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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 | $36,275 | $64,359-43.6% | $90,161-59.8% | $70,126-48.3% |
| Participation rate | 67.2% | 70.4%-3.2pp | 76.9%-9.6pp | 69.5%-2.3pp |
| Annual return | 13.42% | 28.13%-14.7pp | 34.89%-21.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $378 | $2,046-81.5% | $3,318-88.6% | $2,343-83.8% |
| Participant deferral / active EE | $2,872 | $4,389-34.6% | $5,287-45.7% | $3,332-13.8% |
| Admin fee / account holder | $10,957 | $3,945+177.8% | $5,943+84.4% | $4,645+135.9% |