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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 | $28,927 | $36,948-21.7% | $73,658-60.7% | $87,485-66.9% |
| Participation rate | 16.2% | 46.8%-30.6pp | 57.0%-40.9pp | 68.9%-52.8pp |
| Annual return | 12.51% | 28.64%-16.1pp | 29.72%-17.2pp | 26.06%-13.5pp |
| Employer contribution / active EE | $292 | $670-56.3% | $1,032-71.7% | $2,596-88.7% |
| Participant deferral / active EE | $408 | $1,379-70.4% | $2,062-80.2% | $4,274-90.4% |
| Admin fee / account holder | $3,313 | $2,531+30.9% | $3,357-1.3% | $7,775-57.4% |