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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 | $31,719 | $54,757-42.1% | $90,304-64.9% | $72,975-56.5% |
| Participation rate | 63.9% | 65.2%-1.3pp | 73.3%-9.4pp | 69.5%-5.6pp |
| Annual return | 15.98% | 30.63%-14.7pp | 78.13%-62.2pp | 81.01%-65.0pp |
| Employer contribution / active EE | $510 | $2,093-75.6% | $2,855-82.1% | $2,440-79.1% |
| Participant deferral / active EE | $1,529 | $2,887-47.0% | $3,885-60.6% | $3,608-57.6% |
| Admin fee / account holder | $11,299 | $3,973+184.4% | $5,354+111.1% | $5,124+120.5% |