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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 | $33,547 | $36,948-9.2% | $73,658-54.5% | $87,485-61.7% |
| Participation rate | 63.5% | 46.8%+16.7pp | 57.0%+6.5pp | 68.9%-5.4pp |
| Annual return | 12.83% | 28.64%-15.8pp | 29.72%-16.9pp | 26.06%-13.2pp |
| Employer contribution / active EE | $283 | $670-57.8% | $1,032-72.6% | $2,596-89.1% |
| Participant deferral / active EE | $978 | $1,379-29.1% | $2,062-52.5% | $4,274-77.1% |
| Admin fee / account holder | $937 | $2,531-63.0% | $3,357-72.1% | $7,775-87.9% |