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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 | $58,848-51.3% | $88,179-67.5% | $82,637-65.3% |
| Participation rate | 30.9% | 57.9%-27.0pp | 69.1%-38.2pp | 68.1%-37.1pp |
| Annual return | 13.45% | 22.76%-9.3pp | 64.97%-51.5pp | 53.51%-40.1pp |
| Employer contribution / active EE | $774 | $1,678-53.9% | $2,549-69.6% | $2,552-69.7% |
| Participant deferral / active EE | $1,234 | $3,124-60.5% | $4,614-73.3% | $4,126-70.1% |
| Admin fee / account holder | $13,807 | $4,795+187.9% | $7,673+79.9% | $7,339+88.1% |