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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 | $35,094 | $72,492-51.6% | $87,104-59.7% | $72,975-51.9% |
| Participation rate | 68.9% | 72.8%-4.0pp | 76.9%-8.0pp | 69.5%-0.6pp |
| Annual return | 7.49% | 24.46%-17.0pp | 28.19%-20.7pp | 81.01%-73.5pp |
| Employer contribution / active EE | $956 | $1,894-49.5% | $2,521-62.1% | $2,440-60.8% |
| Participant deferral / active EE | $1,616 | $3,270-50.6% | $4,048-60.1% | $3,608-55.2% |
| Admin fee / account holder | $528 | $5,055-89.6% | $7,491-92.9% | $5,124-89.7% |