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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 | $32,657 | $51,638-36.8% | $68,368-52.2% | $82,448-60.4% |
| Participation rate | 47.3% | 63.6%-16.4pp | 73.8%-26.5pp | 68.1%-20.8pp |
| Annual return | 12.80% | 37.53%-24.7pp | 292.57%-279.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $774 | $2,047-62.2% | $2,649-70.8% | $2,551-69.6% |
| Participant deferral / active EE | $1,352 | $2,914-53.6% | $4,123-67.2% | $4,139-67.3% |
| Admin fee / account holder | $5,044 | $4,643+8.6% | $5,150-2.1% | $7,234-30.3% |