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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 | $30,296 | $76,551-60.4% | $123,894-75.5% | $62,881-51.8% |
| Participation rate | 61.2% | 73.0%-11.8pp | 81.4%-20.2pp | 69.3%-8.1pp |
| Annual return | 5.06% | 18.68%-13.6pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $984 | $2,882-65.9% | $4,617-78.7% | $2,281-56.9% |
| Participant deferral / active EE | $2,089 | $4,840-56.8% | $5,984-65.1% | $3,203-34.8% |
| Admin fee / account holder | $10,619 | $4,826+120.1% | $8,357+27.1% | $4,296+147.2% |