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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 | $33,627 | $81,262-58.6% | $155,602-78.4% | $80,911-58.4% |
| Participation rate | 54.7% | 66.2%-11.6pp | 78.2%-23.5pp | 67.6%-13.0pp |
| Annual return | 9.82% | 33.34%-23.5pp | 64.81%-55.0pp | 35.63%-25.8pp |
| Employer contribution / active EE | $958 | $3,102-69.1% | $4,675-79.5% | $2,756-65.3% |
| Participant deferral / active EE | $3,830 | $3,451+11.0% | $5,629-31.9% | $4,297-10.9% |
| Admin fee / account holder | $4,142 | $7,992-48.2% | $15,923-74.0% | $6,935-40.3% |