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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 | $32,527 | $62,672-48.1% | $185,117-82.4% | $70,126-53.6% |
| Participation rate | 60.4% | 63.8%-3.4pp | 77.3%-16.9pp | 69.5%-9.2pp |
| Annual return | 9.51% | 40.79%-31.3pp | 40.50%-31.0pp | 73.15%-63.6pp |
| Employer contribution / active EE | $877 | $1,753-50.0% | $4,182-79.0% | $2,343-62.6% |
| Participant deferral / active EE | $2,142 | $3,272-34.5% | $5,045-57.5% | $3,332-35.7% |
| Admin fee / account holder | $7,940 | $3,932+102.0% | $8,159-2.7% | $4,645+70.9% |