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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 | $31,309 | $77,814-59.8% | $158,223-80.2% | $86,983-64.0% |
| Participation rate | 32.1% | 68.4%-36.3pp | 79.2%-47.1pp | 69.5%-37.4pp |
| Annual return | 9.18% | 30.54%-21.4pp | 52.09%-42.9pp | 25.83%-16.7pp |
| Employer contribution / active EE | $423 | $2,592-83.7% | $4,109-89.7% | $2,584-83.6% |
| Participant deferral / active EE | $973 | $3,270-70.3% | $5,467-82.2% | $4,194-76.8% |
| Admin fee / account holder | $3,907 | $5,879-33.5% | $16,047-75.7% | $7,856-50.3% |