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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 | $31,664 | $51,207-38.2% | $70,565-55.1% | $75,177-57.9% |
| Participation rate | 24.1% | 61.0%-36.8pp | 68.4%-44.2pp | 67.2%-43.1pp |
| Annual return | 8.02% | 30.05%-22.0pp | 32.79%-24.8pp | 160.75%-152.7pp |
| Employer contribution / active EE | $1,013 | $1,826-44.5% | $2,976-66.0% | $2,671-62.1% |
| Participant deferral / active EE | $955 | $2,850-66.5% | $4,568-79.1% | $4,126-76.9% |
| Admin fee / account holder | $15,944 | $4,097+289.1% | $6,430+148.0% | $5,651+182.1% |