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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 | $32,423 | $91,086-64.4% | $203,872-84.1% | $86,983-62.7% |
| Participation rate | 39.2% | 65.8%-26.6pp | 77.8%-38.6pp | 69.5%-30.3pp |
| Annual return | 3.97% | 22.30%-18.3pp | 85.11%-81.1pp | 25.83%-21.9pp |
| Employer contribution / active EE | $610 | $2,063-70.5% | $3,757-83.8% | $2,584-76.4% |
| Participant deferral / active EE | $1,911 | $4,019-52.5% | $6,388-70.1% | $4,194-54.4% |
| Admin fee / account holder | $10,499 | $8,987+16.8% | $11,730-10.5% | $7,856+33.6% |