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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 | $49,976-34.7% | $66,674-51.0% | $82,637-60.5% |
| Participation rate | 47.3% | 63.1%-15.8pp | 73.7%-26.4pp | 68.1%-20.8pp |
| Annual return | 12.80% | 39.09%-26.3pp | 321.24%-308.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $774 | $1,988-61.1% | $2,620-70.4% | $2,552-69.7% |
| Participant deferral / active EE | $1,352 | $2,847-52.5% | $4,084-66.9% | $4,126-67.2% |
| Admin fee / account holder | $5,044 | $4,594+9.8% | $5,098-1.1% | $7,339-31.3% |