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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 | $35,245 | $58,099-39.3% | $76,872-54.2% | $75,173-53.1% |
| Participation rate | 57.8% | 63.9%-6.1pp | 69.6%-11.8pp | 67.2%-9.4pp |
| Annual return | 7.98% | 26.71%-18.7pp | 37.90%-29.9pp | 160.72%-152.7pp |
| Employer contribution / active EE | $442 | $1,996-77.8% | $2,533-82.5% | $2,671-83.4% |
| Participant deferral / active EE | $1,698 | $2,999-43.4% | $3,832-55.7% | $4,126-58.9% |
| Admin fee / account holder | $5,833 | $4,778+22.1% | $5,476+6.5% | $5,651+3.2% |