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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 | $24,441 | $56,438-56.7% | $76,902-68.2% | $71,529-65.8% |
| Participation rate | 32.3% | 64.3%-32.0pp | 69.6%-37.3pp | 67.9%-35.6pp |
| Annual return | 12.45% | 19.05%-6.6pp | 37.91%-25.5pp | 28.97%-16.5pp |
| Employer contribution / active EE | $727 | $1,864-61.0% | $2,534-71.3% | $2,590-71.9% |
| Participant deferral / active EE | $1,446 | $3,136-53.9% | $3,833-62.3% | $4,291-66.3% |
| Admin fee / account holder | $4,899 | $1,430+242.5% | $5,479-10.6% | $1,588+208.4% |