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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 | $84,953-61.8% | $163,379-80.2% | $82,637-60.8% |
| Participation rate | 39.2% | 65.9%-26.7pp | 76.8%-37.6pp | 68.1%-28.8pp |
| Annual return | 3.97% | 23.07%-19.1pp | 63.41%-59.4pp | 53.51%-49.5pp |
| Employer contribution / active EE | $610 | $2,183-72.1% | $3,752-83.8% | $2,552-76.1% |
| Participant deferral / active EE | $1,911 | $4,326-55.8% | $6,282-69.6% | $4,126-53.7% |
| Admin fee / account holder | $10,499 | $7,921+32.5% | $9,818+6.9% | $7,339+43.1% |