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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 | $95,404-63.3% | $113,397-69.1% | $82,637-57.6% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.5%-15.8pp | 68.1%-7.3pp |
| Annual return | 5.76% | 19.08%-13.3pp | 23.20%-17.4pp | 53.51%-47.7pp |
| Employer contribution / active EE | $912 | $2,307-60.5% | $2,977-69.4% | $2,552-64.3% |
| Participant deferral / active EE | $3,194 | $4,220-24.3% | $5,076-37.1% | $4,126-22.6% |
| Admin fee / account holder | $14,927 | $9,168+62.8% | $11,957+24.8% | $7,339+103.4% |