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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 | $33,812 | $75,541-55.2% | $152,093-77.8% | $82,637-59.1% |
| Participation rate | 41.6% | 66.5%-25.0pp | 77.8%-36.2pp | 68.1%-26.5pp |
| Annual return | 12.30% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $822 | $2,622-68.7% | $4,175-80.3% | $2,552-67.8% |
| Participant deferral / active EE | $1,062 | $3,206-66.9% | $5,451-80.5% | $4,126-74.3% |
| Admin fee / account holder | $4,190 | $6,405-34.6% | $14,497-71.1% | $7,339-42.9% |