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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 | $28,466 | $60,349-52.8% | $74,184-61.6% | $62,881-54.7% |
| Participation rate | 42.4% | 72.7%-30.4pp | 76.6%-34.2pp | 69.3%-26.9pp |
| Annual return | 2.83% | 21.38%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $834 | $1,680-50.4% | $2,370-64.8% | $2,281-63.4% |
| Participant deferral / active EE | $1,504 | $2,856-47.3% | $3,550-57.6% | $3,203-53.0% |
| Admin fee / account holder | $10,333 | $4,261+142.5% | $5,586+85.0% | $4,296+140.6% |