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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 | $28,802 | $41,377-30.4% | $109,313-73.7% | $62,881-54.2% |
| Participation rate | 46.9% | 57.5%-10.7pp | 71.3%-24.4pp | 69.3%-22.4pp |
| Annual return | 2.62% | 11.05%-8.4pp | 22.07%-19.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $767 | $1,276-39.9% | $3,892-80.3% | $2,281-66.4% |
| Participant deferral / active EE | $2,249 | $2,045+10.0% | $3,166-29.0% | $3,203-29.8% |
| Admin fee / account holder | $4,933 | $2,884+71.1% | $5,666-12.9% | $4,296+14.8% |