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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 | $28,976 | $56,054-48.3% | $171,082-83.1% | $62,881-53.9% |
| Participation rate | 32.3% | 62.9%-30.6pp | 76.7%-44.4pp | 69.3%-37.0pp |
| Annual return | 4.62% | 22.52%-17.9pp | 32.56%-27.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $816 | $1,731-52.8% | $4,002-79.6% | $2,281-64.2% |
| Participant deferral / active EE | $1,612 | $3,158-49.0% | $4,797-66.4% | $3,203-49.7% |
| Admin fee / account holder | $14,956 | $3,647+310.1% | $8,520+75.5% | $4,296+248.2% |