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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 | $35,035 | $95,453-63.3% | $112,040-68.7% | $82,448-57.5% |
| Participation rate | 60.7% | 72.8%-12.0pp | 76.5%-15.8pp | 68.1%-7.4pp |
| Annual return | 5.76% | 23.92%-18.2pp | 24.52%-18.8pp | 41.64%-35.9pp |
| Employer contribution / active EE | $912 | $2,318-60.7% | $2,954-69.1% | $2,551-64.3% |
| Participant deferral / active EE | $3,194 | $4,224-24.4% | $5,098-37.3% | $4,139-22.8% |
| Admin fee / account holder | $14,927 | $9,013+65.6% | $12,098+23.4% | $7,234+106.3% |