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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 | $32,830 | $37,156-11.6% | $83,854-60.8% | $86,983-62.3% |
| Participation rate | 33.9% | 49.1%-15.2pp | 59.1%-25.2pp | 69.5%-35.7pp |
| Annual return | 12.51% | 29.88%-17.4pp | 31.39%-18.9pp | 25.83%-13.3pp |
| Employer contribution / active EE | $183 | $661-72.3% | $1,017-82.0% | $2,584-92.9% |
| Participant deferral / active EE | $474 | $1,418-66.6% | $2,035-76.7% | $4,194-88.7% |
| Admin fee / account holder | $4,053 | $2,510+61.5% | $3,197+26.8% | $7,856-48.4% |