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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 | $28,963 | $61,605-53.0% | $112,273-74.2% | $75,173-61.5% |
| Participation rate | 58.3% | 61.7%-3.3pp | 72.4%-14.1pp | 67.2%-8.9pp |
| Annual return | 9.12% | 28.47%-19.4pp | 30.23%-21.1pp | 160.72%-151.6pp |
| Employer contribution / active EE | $847 | $2,015-58.0% | $3,431-75.3% | $2,671-68.3% |
| Participant deferral / active EE | $1,570 | $3,108-49.5% | $4,800-67.3% | $4,126-62.0% |
| Admin fee / account holder | $3,486 | $4,862-28.3% | $7,752-55.0% | $5,651-38.3% |