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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 | $34,854 | $67,602-48.4% | $82,312-57.7% | $70,126-50.3% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 9.22% | 21.57%-12.3pp | 25.88%-16.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $658 | $1,755-62.5% | $2,428-72.9% | $2,343-71.9% |
| Participant deferral / active EE | $1,566 | $2,987-47.6% | $3,706-57.7% | $3,332-53.0% |
| Admin fee / account holder | $1,013 | $4,512-77.5% | $5,608-81.9% | $4,645-78.2% |