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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 | $32,613 | $94,031-65.3% | $115,768-71.8% | $82,448-60.4% |
| Participation rate | 65.5% | 70.4%-5.0pp | 74.4%-8.9pp | 68.1%-2.6pp |
| Annual return | 11.80% | 20.61%-8.8pp | 100.46%-88.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $930 | $2,323-60.0% | $2,940-68.4% | $2,551-63.5% |
| Participant deferral / active EE | $2,693 | $3,972-32.2% | $4,917-45.2% | $4,139-34.9% |
| Admin fee / account holder | $22,154 | $10,249+116.2% | $12,439+78.1% | $7,234+206.2% |