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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 | $31,461 | $76,407-58.8% | $150,298-79.1% | $82,448-61.8% |
| Participation rate | 52.2% | 66.4%-14.2pp | 77.8%-25.6pp | 68.1%-15.9pp |
| Annual return | 9.23% | 39.99%-30.8pp | 62.79%-53.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $446 | $2,614-83.0% | $4,154-89.3% | $2,551-82.5% |
| Participant deferral / active EE | $2,323 | $3,214-27.7% | $5,453-57.4% | $4,139-43.9% |
| Admin fee / account holder | $11,639 | $6,352+83.2% | $14,116-17.5% | $7,234+60.9% |