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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 | $33,173 | $54,541-39.2% | $78,778-57.9% | $70,126-52.7% |
| Participation rate | 53.5% | 60.8%-7.3pp | 69.2%-15.7pp | 69.5%-16.1pp |
| Annual return | 9.23% | 21.07%-11.8pp | 35.62%-26.4pp | 73.15%-63.9pp |
| Employer contribution / active EE | $406 | $1,089-62.7% | $1,986-79.5% | $2,343-82.7% |
| Participant deferral / active EE | $2,383 | $2,210+7.8% | $2,958-19.4% | $3,332-28.5% |
| Admin fee / account holder | $8,679 | $3,709+134.0% | $5,134+69.1% | $4,645+86.8% |