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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 | $29,073 | $141,001-79.4% | $112,228-74.1% | $139,487-79.2% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 0.81% | 32.75%-31.9pp | 30.23%-29.4pp | 373.84%-373.0pp |
| Employer contribution / active EE | $1,479 | $4,285-65.5% | $3,432-56.9% | $4,755-68.9% |
| Participant deferral / active EE | $1,615 | $5,877-72.5% | $4,800-66.4% | $6,713-75.9% |
| Admin fee / account holder | $12,778 | $9,959+28.3% | $7,752+64.8% | $11,407+12.0% |