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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 | $29,886 | $81,358-63.3% | $155,556-80.8% | $80,959-63.1% |
| Participation rate | 41.7% | 66.3%-24.6pp | 78.2%-36.6pp | 67.7%-26.0pp |
| Annual return | 9.70% | 33.39%-23.7pp | 64.84%-55.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $824 | $3,106-73.5% | $4,675-82.4% | $2,757-70.1% |
| Participant deferral / active EE | $1,664 | $3,455-51.8% | $5,631-70.4% | $4,300-61.3% |
| Admin fee / account holder | $1,546 | $7,994-80.7% | $15,885-90.3% | $6,925-77.7% |