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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 | $34,381 | $75,807-54.6% | $116,096-70.4% | $86,983-60.5% |
| Participation rate | 42.3% | 66.9%-24.6pp | 73.3%-31.0pp | 69.5%-27.2pp |
| Annual return | 8.92% | 18.57%-9.6pp | 326.25%-317.3pp | 25.83%-16.9pp |
| Employer contribution / active EE | $744 | $1,892-60.7% | $2,503-70.3% | $2,584-71.2% |
| Participant deferral / active EE | $1,144 | $3,212-64.4% | $3,952-71.1% | $4,194-72.7% |
| Admin fee / account holder | $10,804 | $6,659+62.3% | $7,704+40.2% | $7,856+37.5% |