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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 | $31,212 | $77,638-59.8% | $156,551-80.1% | $62,881-50.4% |
| Participation rate | 56.0% | 71.2%-15.2pp | 84.0%-28.0pp | 69.3%-13.3pp |
| Annual return | 3.74% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $646 | $3,444-81.2% | $5,501-88.3% | $2,281-71.7% |
| Participant deferral / active EE | $1,221 | $3,046-59.9% | $4,871-74.9% | $3,203-61.9% |
| Admin fee / account holder | $5,545 | $5,561-0.3% | $13,028-57.4% | $4,296+29.1% |