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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 | $34,565 | $89,652-61.4% | $141,197-75.5% | $65,186-47.0% |
| Participation rate | 67.0% | 74.7%-7.7pp | 82.5%-15.5pp | 70.2%-3.2pp |
| Annual return | 15.27% | 32.79%-17.5pp | 71.41%-56.1pp | 29.39%-14.1pp |
| Employer contribution / active EE | $943 | $3,065-69.2% | $4,736-80.1% | $2,177-56.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $631 | $569+11.1% | $10,265-93.8% | $847-25.5% |