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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 | $28,583 | $76,407-62.6% | $150,298-81.0% | $82,448-65.3% |
| Participation rate | 31.3% | 66.4%-35.1pp | 77.8%-46.5pp | 68.1%-36.8pp |
| Annual return | 11.69% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $448 | $2,614-82.8% | $4,154-89.2% | $2,551-82.4% |
| Participant deferral / active EE | $987 | $3,214-69.3% | $5,453-81.9% | $4,139-76.1% |
| Admin fee / account holder | $6,612 | $6,352+4.1% | $14,116-53.2% | $7,234-8.6% |