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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 | $28,655 | $57,590-50.2% | $86,233-66.8% | $82,448-65.2% |
| Participation rate | 30.9% | 57.9%-27.0pp | 69.0%-38.1pp | 68.1%-37.2pp |
| Annual return | 13.45% | 22.41%-9.0pp | 61.39%-47.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $774 | $1,655-53.2% | $2,504-69.1% | $2,551-69.6% |
| Participant deferral / active EE | $1,234 | $3,080-59.9% | $4,559-72.9% | $4,139-70.2% |
| Admin fee / account holder | $13,807 | $4,730+191.9% | $8,342+65.5% | $7,234+90.9% |