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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 | $28,713 | $46,599-38.4% | $64,101-55.2% | $75,173-61.8% |
| Participation rate | 31.3% | 65.9%-34.7pp | 72.3%-41.1pp | 67.2%-36.0pp |
| Annual return | 11.37% | 26.06%-14.7pp | 33.72%-22.3pp | 160.72%-149.3pp |
| Employer contribution / active EE | $1,118 | $1,975-43.4% | $2,749-59.3% | $2,671-58.2% |
| Participant deferral / active EE | $1,517 | $2,837-46.5% | $3,881-60.9% | $4,126-63.2% |
| Admin fee / account holder | $7,644 | $2,956+158.6% | $3,070+149.0% | $5,651+35.3% |