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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 | $33,023 | $59,440-44.4% | $78,004-57.7% | $82,637-60.0% |
| Participation rate | 24.6% | 62.8%-38.3pp | 69.4%-44.9pp | 68.1%-43.5pp |
| Annual return | 11.94% | 40.24%-28.3pp | 31.07%-19.1pp | 53.51%-41.6pp |
| Employer contribution / active EE | $564 | $1,750-67.8% | $2,469-77.2% | $2,552-77.9% |
| Participant deferral / active EE | $1,155 | $3,138-63.2% | $4,092-71.8% | $4,126-72.0% |
| Admin fee / account holder | $13,473 | $5,504+144.8% | $7,578+77.8% | $7,339+83.6% |