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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 | $30,851 | $56,287-45.2% | $80,977-61.9% | $62,881-50.9% |
| Participation rate | 47.8% | 68.9%-21.2pp | 75.8%-28.0pp | 69.3%-21.5pp |
| Annual return | 4.75% | 22.13%-17.4pp | 17.11%-12.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,093 | $1,943-43.7% | $3,715-70.6% | $2,281-52.1% |
| Participant deferral / active EE | $2,676 | $4,196-36.2% | $5,696-53.0% | $3,203-16.4% |
| Admin fee / account holder | $7,048 | $3,742+88.3% | $5,517+27.8% | $4,296+64.1% |