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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 | $31,159 | $76,834-59.4% | $108,359-71.2% | $87,485-64.4% |
| Participation rate | 48.2% | 61.7%-13.5pp | 70.1%-21.9pp | 68.9%-20.7pp |
| Annual return | 10.01% | 19.09%-9.1pp | 36.89%-26.9pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,176 | $1,556-24.5% | $2,399-51.0% | $2,596-54.7% |
| Participant deferral / active EE | $2,338 | $3,100-24.6% | $4,137-43.5% | $4,274-45.3% |
| Admin fee / account holder | $27,931 | $6,537+327.3% | $9,741+186.7% | $7,775+259.3% |