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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 | $75,541-58.4% | $152,093-79.3% | $82,637-61.9% |
| Participation rate | 52.2% | 66.5%-14.4pp | 77.8%-25.6pp | 68.1%-15.9pp |
| Annual return | 9.23% | 32.56%-23.3pp | 66.36%-57.1pp | 53.51%-44.3pp |
| Employer contribution / active EE | $446 | $2,622-83.0% | $4,175-89.3% | $2,552-82.5% |
| Participant deferral / active EE | $2,323 | $3,206-27.5% | $5,451-57.4% | $4,126-43.7% |
| Admin fee / account holder | $11,639 | $6,405+81.7% | $14,497-19.7% | $7,339+58.6% |