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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 | $37,156-9.7% | $83,854-60.0% | $86,983-61.4% |
| Participation rate | 63.5% | 49.1%+14.5pp | 59.1%+4.4pp | 69.5%-6.0pp |
| Annual return | 12.83% | 29.88%-17.0pp | 31.39%-18.6pp | 25.83%-13.0pp |
| Employer contribution / active EE | $283 | $661-57.2% | $1,017-72.2% | $2,584-89.1% |
| Participant deferral / active EE | $978 | $1,418-31.0% | $2,035-51.9% | $4,194-76.7% |
| Admin fee / account holder | $937 | $2,510-62.7% | $3,197-70.7% | $7,856-88.1% |