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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 | $34,713 | $45,050-22.9% | $63,018-44.9% | $70,126-50.5% |
| Participation rate | 67.9% | 69.5%-1.6pp | 74.8%-6.9pp | 69.5%-1.6pp |
| Annual return | 10.97% | 18.76%-7.8pp | 87.62%-76.6pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,171 | $2,052-42.9% | $2,761-57.6% | $2,343-50.0% |
| Participant deferral / active EE | $1,238 | $2,466-49.8% | $3,330-62.8% | $3,332-62.8% |
| Admin fee / account holder | $694 | $2,834-75.5% | $3,601-80.7% | $4,645-85.1% |