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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 | $29,781 | $77,814-61.7% | $158,223-81.2% | $86,983-65.8% |
| Participation rate | 23.1% | 68.4%-45.3pp | 79.2%-56.1pp | 69.5%-46.5pp |
| Annual return | 4.76% | 30.54%-25.8pp | 52.09%-47.3pp | 25.83%-21.1pp |
| Employer contribution / active EE | $635 | $2,592-75.5% | $4,109-84.5% | $2,584-75.4% |
| Participant deferral / active EE | $1,874 | $3,270-42.7% | $5,467-65.7% | $4,194-55.3% |
| Admin fee / account holder | $28,842 | $5,879+390.6% | $16,047+79.7% | $7,856+267.1% |