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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 | $29,640 | $41,377-28.4% | $109,313-72.9% | $62,881-52.9% |
| Participation rate | 43.3% | 57.5%-14.2pp | 71.3%-27.9pp | 69.3%-26.0pp |
| Annual return | 3.94% | 11.05%-7.1pp | 22.07%-18.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $229 | $1,276-82.1% | $3,892-94.1% | $2,281-90.0% |
| Participant deferral / active EE | $1,795 | $2,045-12.2% | $3,166-43.3% | $3,203-43.9% |
| Admin fee / account holder | $5,910 | $2,884+104.9% | $5,666+4.3% | $4,296+37.6% |