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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 | $30,286 | $58,493-48.2% | $84,023-64.0% | $72,976-58.5% |
| Participation rate | 42.3% | 61.2%-18.9pp | 69.0%-26.7pp | 69.5%-27.2pp |
| Annual return | 16.10% | 28.93%-12.8pp | 71.32%-55.2pp | 81.02%-64.9pp |
| Employer contribution / active EE | $908 | $1,163-21.9% | $1,984-54.2% | $2,440-62.8% |
| Participant deferral / active EE | $1,537 | $2,394-35.8% | $3,239-52.6% | $3,608-57.4% |
| Admin fee / account holder | $12,235 | $4,569+167.8% | $6,102+100.5% | $5,124+138.8% |