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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 | $31,790 | $54,763-42.0% | $90,324-64.8% | $72,976-56.4% |
| Participation rate | 46.9% | 65.2%-18.3pp | 73.3%-26.4pp | 69.5%-22.6pp |
| Annual return | 14.16% | 30.63%-16.5pp | 78.15%-64.0pp | 81.02%-66.9pp |
| Employer contribution / active EE | $915 | $2,093-56.3% | $2,856-68.0% | $2,440-62.5% |
| Participant deferral / active EE | $1,964 | $2,887-32.0% | $3,885-49.5% | $3,608-45.6% |
| Admin fee / account holder | $323 | $3,973-91.9% | $5,356-94.0% | $5,124-93.7% |