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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 | $33,051 | $67,602-51.1% | $82,312-59.8% | $70,126-52.9% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 4.81% | 21.57%-16.8pp | 25.88%-21.1pp | 73.15%-68.3pp |
| Employer contribution / active EE | $833 | $1,755-52.5% | $2,428-65.7% | $2,343-64.4% |
| Participant deferral / active EE | $1,472 | $2,987-50.7% | $3,706-60.3% | $3,332-55.8% |
| Admin fee / account holder | $13,051 | $4,512+189.3% | $5,608+132.7% | $4,645+180.9% |