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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 | $30,486 | $76,407-60.1% | $150,298-79.7% | $82,448-63.0% |
| Participation rate | 55.9% | 66.4%-10.5pp | 77.8%-21.8pp | 68.1%-12.1pp |
| Annual return | 13.12% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $852 | $2,614-67.4% | $4,154-79.5% | $2,551-66.6% |
| Participant deferral / active EE | $1,107 | $3,214-65.5% | $5,453-79.7% | $4,139-73.2% |
| Admin fee / account holder | $1,607 | $6,352-74.7% | $14,116-88.6% | $7,234-77.8% |