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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 | $30,815 | $76,407-59.7% | $150,298-79.5% | $82,448-62.6% |
| Participation rate | 34.2% | 66.4%-32.2pp | 77.8%-43.5pp | 68.1%-33.9pp |
| Annual return | 13.03% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $549 | $2,614-79.0% | $4,154-86.8% | $2,551-78.5% |
| Participant deferral / active EE | $2,721 | $3,214-15.4% | $5,453-50.1% | $4,139-34.3% |
| Admin fee / account holder | $16,211 | $6,352+155.2% | $14,116+14.8% | $7,234+124.1% |