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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 | $29,850 | $56,110-46.8% | $94,993-68.6% | $70,126-57.4% |
| Participation rate | 59.6% | 65.0%-5.3pp | 73.9%-14.2pp | 69.5%-9.9pp |
| Annual return | 11.42% | 51.02%-39.6pp | 27.14%-15.7pp | 73.15%-61.7pp |
| Employer contribution / active EE | $547 | $1,442-62.1% | $2,603-79.0% | $2,343-76.6% |
| Participant deferral / active EE | $1,177 | $2,391-50.8% | $3,317-64.5% | $3,332-64.7% |
| Admin fee / account holder | $3,218 | $3,456-6.9% | $4,960-35.1% | $4,645-30.7% |