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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 | $30,290 | $63,082-52.0% | $81,726-62.9% | $79,856-62.1% |
| Participation rate | 38.5% | 67.5%-29.1pp | 72.0%-33.5pp | 69.6%-31.2pp |
| Annual return | 9.55% | 22.66%-13.1pp | 29.49%-19.9pp | 31.71%-22.2pp |
| Employer contribution / active EE | $703 | $1,795-60.8% | $4,311-83.7% | $2,471-71.5% |
| Participant deferral / active EE | $2,089 | $2,780-24.9% | $7,108-70.6% | $3,741-44.1% |
| Admin fee / account holder | $5,628 | $4,428+27.1% | $5,160+9.1% | $5,306+6.1% |