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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 | $30,333 | $55,932-45.8% | $76,735-60.5% | $67,986-55.4% |
| Participation rate | 29.0% | 50.8%-21.8pp | 69.5%-40.5pp | 57.2%-28.2pp |
| Annual return | 10.55% | 23.10%-12.6pp | 29.77%-19.2pp | 31.67%-21.1pp |
| Employer contribution / active EE | $513 | $1,487-65.5% | $2,454-79.1% | $2,019-74.6% |
| Participant deferral / active EE | $875 | $2,558-65.8% | $4,088-78.6% | $3,358-74.0% |
| Admin fee / account holder | $3,675 | $4,907-25.1% | $7,189-48.9% | $3,203+14.7% |